+506.9%
BX vs DOCU
+80.0%
+426.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -2.1% |
| 7D | -4.4% | +6.9% | -11.3% | -6.1% |
| 30D | +0.1% | +19.0% | -18.9% | -4.8% |
| 3M | +16.0% | +34.3% | -18.3% | +6.1% |
| 6M | +21.6% | +48.0% | -26.4% | +7.5% |
| YTD | -8.9% | 0.0% | -8.9% | -10.9% |
| 1Y | -16.6% | -10.3% | -6.3% | -16.4% |
| 3Y | +43.3% | +32.4% | +10.9% | +23.1% |
| 5Y | +25.7% | -77.9% | +103.6% | +45.5% |
| All | +506.9% | +80.0% | +426.9% | +354.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling