-13.2%
BX vs DOCU
+10.1%
-23.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.1% |
| 7D | +1.8% | -5.5% | +7.3% | +2.9% |
| 30D | +7.9% | +12.6% | -4.8% | +5.7% |
| 3M | -9.6% | +36.4% | -46.0% | -14.9% |
| 6M | -2.3% | +66.8% | -69.1% | -11.8% |
| YTD | -19.3% | +13.5% | -32.7% | -26.7% |
| 1Y | -13.2% | +11.3% | -24.5% | -21.1% |
| All | -13.2% | +10.1% | -23.3% | -21.1% |
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