+451.4%
BX vs DOCU
+104.4%
+347.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +3.7% | -3.4% | +7.0% | +4.7% |
| 30D | +8.2% | +9.3% | -1.0% | +5.6% |
| 3M | -12.7% | +30.2% | -42.9% | -19.2% |
| 6M | +1.0% | +62.1% | -61.2% | -12.9% |
| YTD | -17.2% | +13.5% | -30.8% | -22.0% |
| 1Y | -11.6% | +11.5% | -23.1% | -16.5% |
| 3Y | +36.8% | +89.5% | -52.8% | +6.1% |
| 5Y | +4.8% | -69.6% | +74.4% | +12.6% |
| All | +451.4% | +104.4% | +347.1% | +298.0% |
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