+440.9%
BX vs DOCU
+112.5%
+328.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.2% |
| 7D | +0.6% | +4.1% | -3.5% | -0.5% |
| 30D | +14.2% | +7.4% | +6.9% | +12.1% |
| 3M | -18.7% | +26.0% | -44.8% | -24.1% |
| 6M | +2.5% | +79.2% | -76.7% | -14.0% |
| YTD | -18.8% | +18.1% | -36.9% | -24.3% |
| 1Y | -10.3% | +20.5% | -30.8% | -17.1% |
| 3Y | +35.4% | +96.4% | -61.0% | +4.0% |
| 5Y | +0.3% | -69.5% | +69.7% | +7.3% |
| All | +440.9% | +112.5% | +328.4% | +286.2% |
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