+96.4%
DOCU vs BBIO
+187.2%
-90.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +4.1% | +5.4% | -1.3% | +3.1% |
| 30D | +7.4% | +20.6% | -13.2% | +3.9% |
| 3M | +26.0% | -3.6% | +29.6% | +26.5% |
| 6M | +79.2% | +14.1% | +65.1% | +73.2% |
| YTD | +18.1% | +2.4% | +15.7% | +15.7% |
| 1Y | +20.5% | +20.4% | +0.2% | +14.0% |
| 3Y | +96.4% | +184.5% | -88.1% | +40.8% |
| All | +96.4% | +187.2% | -90.8% | +40.8% |
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