+29.6%
DOCU vs BBIO
+159.6%
-130.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.8% |
| 7D | +0.7% | -2.4% | +3.0% | +1.1% |
| 30D | +8.0% | -11.5% | +19.5% | +10.4% |
| 3M | +41.0% | +11.0% | +30.0% | +37.4% |
| 6M | +33.7% | +14.4% | +19.3% | +28.7% |
| YTD | -4.9% | -2.3% | -2.6% | -5.9% |
| 1Y | -20.4% | +37.7% | -58.1% | -27.5% |
| 3Y | +29.6% | +163.1% | -133.5% | -8.1% |
| All | +29.6% | +159.6% | -130.0% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling