-8.5%
BX vs DOCU
+11.6%
-20.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.1% | +6.2% |
| 7D | +8.3% | -3.7% | +12.0% | +9.0% |
| 30D | +13.5% | +15.0% | -1.4% | +10.7% |
| 3M | -7.6% | +39.9% | -47.5% | -13.4% |
| 6M | +4.0% | +66.2% | -62.1% | -5.9% |
| YTD | -15.2% | +17.7% | -32.9% | -23.4% |
| 1Y | -8.5% | +13.7% | -22.2% | -16.9% |
| All | -8.5% | +11.6% | -20.1% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling