+101.7%
DOCU vs BEN
+56.2%
+45.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.5% |
| 7D | +1.6% | +11.3% | -9.8% | -2.8% |
| 30D | +10.8% | +15.0% | -4.2% | +4.6% |
| 3M | +38.0% | +7.8% | +30.1% | +33.3% |
| 6M | +77.4% | +15.5% | +61.9% | +65.8% |
| YTD | +17.2% | +55.4% | -38.2% | -3.6% |
| 1Y | +15.6% | +63.3% | -47.7% | -6.8% |
| 3Y | +95.6% | +83.4% | +12.2% | +46.5% |
| 5Y | -69.7% | +28.1% | -97.8% | -75.0% |
| All | +101.7% | +56.2% | +45.5% | +59.6% |
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