-61.6%
DOCU vs BBAI
-77.8%
+16.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -13.3% | +11.3% | -1.6% |
| 7D | -3.2% | -16.9% | +13.6% | -2.7% |
| 30D | +15.7% | -14.0% | +29.6% | +16.1% |
| 3M | +37.3% | -26.7% | +64.0% | +38.4% |
| 6M | +63.1% | -46.4% | +109.5% | +65.8% |
| YTD | +15.4% | -58.9% | +74.3% | +17.8% |
| 1Y | +11.3% | -63.8% | +75.1% | +13.9% |
| 3Y | +92.1% | +54.2% | +37.9% | +86.6% |
| 5Y | -70.5% | -77.7% | +7.2% | -71.1% |
| All | -61.6% | -77.8% | +16.2% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 all: compounded portfolio wealth divided by compounded BBAI 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…
all analysis · Full analysis span regression · 6 months rolling