+16.4%
DOCU vs BBWI
+1.6%
+14.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.2% |
| 7D | -0.4% | -7.7% | +7.3% | +0.5% |
| 30D | +12.9% | +24.8% | -11.8% | +10.1% |
| 3M | +35.1% | +16.2% | +18.8% | +32.3% |
| 6M | +76.2% | +15.8% | +60.4% | +72.8% |
| YTD | +17.2% | +11.4% | +5.7% | +15.5% |
| 1Y | +16.4% | +3.2% | +13.2% | +15.0% |
| All | +16.4% | +1.6% | +14.8% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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