+103.3%
DOCU vs BEN
+56.9%
+46.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.6% |
| 7D | +4.1% | +6.8% | -2.7% | +1.3% |
| 30D | +7.4% | +18.0% | -10.6% | +0.3% |
| 3M | +26.0% | +7.5% | +18.5% | +21.9% |
| 6M | +79.2% | +14.7% | +64.5% | +68.0% |
| YTD | +18.1% | +56.1% | -38.0% | -3.1% |
| 1Y | +20.5% | +69.6% | -49.1% | -4.3% |
| 3Y | +96.4% | +87.7% | +8.7% | +45.8% |
| 5Y | -69.5% | +28.6% | -98.1% | -74.8% |
| All | +103.3% | +56.9% | +46.4% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling