+72.2%
DOCU vs BB
-27.4%
+99.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.9% | -5.6% | +12.5% | +8.5% |
| 30D | +19.0% | -11.8% | +30.8% | +22.7% |
| 3M | +34.3% | -25.5% | +59.8% | +41.5% |
| 6M | +48.0% | +121.3% | -73.3% | +14.2% |
| YTD | 0.0% | +103.2% | -103.2% | -20.9% |
| 1Y | -10.3% | +102.6% | -112.9% | -29.6% |
| 3Y | +32.4% | +37.5% | -5.1% | +6.9% |
| 5Y | -77.9% | -30.4% | -47.5% | -79.7% |
| All | +72.2% | -27.4% | +99.6% | +32.0% |
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