+449.1%
BX vs DOCU
+110.9%
+338.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -1.3% |
| 7D | -2.8% | -0.4% | -2.4% | -2.7% |
| 30D | +7.3% | +12.9% | -5.6% | +3.7% |
| 3M | -16.3% | +35.1% | -51.4% | -23.4% |
| 6M | +2.5% | +76.2% | -73.7% | -13.6% |
| YTD | -17.6% | +17.2% | -34.8% | -23.0% |
| 1Y | -12.4% | +16.4% | -28.8% | -18.2% |
| 3Y | +36.2% | +95.6% | -59.4% | +4.7% |
| 5Y | +3.0% | -68.5% | +71.5% | +9.5% |
| All | +449.1% | +110.9% | +338.2% | +292.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling