-60.9%
DOCU vs BBAI
-74.4%
+13.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | -3.7% | +4.1% | -7.8% | -3.8% |
| 30D | +15.0% | -1.9% | +16.9% | +14.9% |
| 3M | +39.9% | -18.7% | +58.6% | +40.6% |
| 6M | +66.2% | -38.6% | +104.8% | +68.2% |
| YTD | +17.7% | -52.6% | +70.3% | +19.7% |
| 1Y | +13.7% | -55.3% | +69.0% | +15.6% |
| 3Y | +95.9% | +77.8% | +18.1% | +89.5% |
| 5Y | -71.7% | -74.3% | +2.7% | -72.2% |
| All | -60.9% | -74.4% | +13.5% | -64.0% |
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