+95.3%
DOCU vs BB
-17.6%
+113.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.4% | -6.1% | -2.8% |
| 7D | -5.5% | +3.8% | -9.3% | -6.6% |
| 30D | +12.6% | -0.3% | +13.0% | +11.8% |
| 3M | +36.4% | -0.5% | +36.9% | +34.5% |
| 6M | +66.8% | +45.9% | +20.9% | +43.8% |
| YTD | +13.5% | +130.6% | -117.1% | -14.3% |
| 1Y | +11.3% | +89.2% | -77.9% | -11.8% |
| 3Y | +92.1% | +137.5% | -45.4% | +33.5% |
| 5Y | -71.0% | -20.9% | -50.1% | -74.5% |
| All | +95.3% | -17.6% | +113.0% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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