+439.2%
BX vs DOCU
+107.7%
+331.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.0% | -2.6% | -4.0% |
| 7D | +0.3% | -3.2% | +3.5% | +1.2% |
| 30D | +6.7% | +15.7% | -9.0% | +2.5% |
| 3M | -11.1% | +37.3% | -48.4% | -18.9% |
| 6M | -0.4% | +63.1% | -63.6% | -14.3% |
| YTD | -19.1% | +15.4% | -34.4% | -24.1% |
| 1Y | -13.6% | +11.3% | -24.9% | -18.3% |
| 3Y | +30.7% | +92.1% | -61.3% | +1.1% |
| 5Y | +0.3% | -70.5% | +70.8% | +8.2% |
| All | +439.2% | +107.7% | +331.6% | +287.5% |
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