+11.3%
DOCU vs BAM
+1.3%
+10.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +1.1% | -0.7% |
| 7D | -3.2% | +7.9% | -11.2% | -6.4% |
| 30D | +15.7% | +16.0% | -0.4% | +8.2% |
| 3M | +37.3% | +0.6% | +36.6% | +37.3% |
| 6M | +63.1% | +10.5% | +52.6% | +55.9% |
| YTD | +15.4% | +3.2% | +12.2% | +12.7% |
| 1Y | +11.3% | +1.0% | +10.3% | +9.5% |
| All | +11.3% | +1.3% | +10.0% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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