+27.2%
DOCU vs BBIO
+148.5%
-121.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.7% | -1.3% |
| 7D | -1.4% | -0.5% | -0.9% | -1.4% |
| 30D | +8.1% | -10.1% | +18.2% | +10.1% |
| 3M | +43.0% | +12.4% | +30.6% | +39.4% |
| 6M | +32.4% | +15.9% | +16.5% | +27.6% |
| YTD | -5.8% | -0.5% | -5.2% | -7.1% |
| 1Y | -19.2% | +42.2% | -61.4% | -25.9% |
| 3Y | +28.4% | +167.8% | -139.4% | +0.7% |
| 5Y | -77.1% | +49.6% | -126.6% | -85.7% |
| All | +27.2% | +148.5% | -121.3% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 10y: compounded portfolio wealth divided by compounded BBIO 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…
10y analysis · Full analysis span regression · 6 months rolling