+95.3%
DOCU vs BB
+122.6%
-27.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.5% | +2.5% | -1.2% |
| 7D | -3.2% | -8.9% | +5.7% | -1.8% |
| 30D | +15.7% | -12.6% | +28.3% | +17.8% |
| 3M | +37.3% | -4.1% | +41.4% | +36.8% |
| 6M | +63.1% | +49.5% | +13.7% | +43.2% |
| YTD | +15.4% | +120.8% | -105.5% | -8.4% |
| 1Y | +11.3% | +76.2% | -64.9% | -7.3% |
| All | +95.3% | +122.6% | -27.3% | +44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling