+35.1%
DOCU vs BBIO
+144.5%
-109.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.8% |
| 7D | +6.9% | -2.3% | +9.2% | +7.3% |
| 30D | +19.0% | -8.7% | +27.7% | +20.9% |
| 3M | +34.3% | +11.2% | +23.1% | +31.2% |
| 6M | +48.0% | +12.5% | +35.5% | +43.5% |
| YTD | 0.0% | -2.2% | +2.2% | -1.1% |
| 1Y | -10.3% | +44.4% | -54.7% | -17.9% |
| 3Y | +32.4% | +144.7% | -112.3% | +5.5% |
| 5Y | -77.9% | +45.0% | -122.9% | -86.1% |
| All | +35.1% | +144.5% | -109.4% | -26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling