-66.7%
DOCU vs BBAI
-70.8%
+4.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.7% | +3.8% |
| 7D | +6.9% | -4.3% | +11.2% | +7.0% |
| 30D | +19.0% | -3.6% | +22.6% | +19.1% |
| 3M | +34.3% | -38.8% | +73.1% | +36.1% |
| 6M | +48.0% | -23.8% | +71.8% | +48.9% |
| YTD | 0.0% | -45.9% | +45.9% | +1.4% |
| 1Y | -10.3% | -40.8% | +30.5% | -9.5% |
| 3Y | +32.4% | +69.8% | -37.4% | +27.9% |
| 5Y | -77.9% | -70.3% | -7.6% | -79.0% |
| All | -66.7% | -70.8% | +4.1% | -69.5% |
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