-16.5%
DOCU vs BBIO
+35.3%
-51.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.7% | +6.8% | +2.3% |
| 7D | -0.3% | -3.9% | +3.6% | -0.1% |
| 30D | +10.9% | -13.4% | +24.3% | +11.7% |
| 3M | +45.8% | +7.6% | +38.2% | +44.7% |
| 6M | +35.3% | -2.4% | +37.7% | +35.2% |
| YTD | -3.8% | -5.2% | +1.4% | -4.0% |
| 1Y | -16.5% | +36.9% | -53.4% | -19.4% |
| All | -16.5% | +35.3% | -51.8% | -19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling