+15.6%
DOCU vs BB
+100.9%
-85.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | +0.3% |
| 7D | +1.6% | +9.0% | -7.4% | +0.8% |
| 30D | +10.8% | +7.7% | +3.2% | +9.7% |
| 3M | +38.0% | +4.0% | +34.0% | +36.4% |
| 6M | +77.4% | +46.6% | +30.8% | +61.3% |
| YTD | +17.2% | +140.6% | -123.5% | -9.2% |
| 1Y | +15.6% | +103.1% | -87.5% | -8.7% |
| All | +15.6% | +100.9% | -85.3% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling