-76.5%
DOCU vs BEN
+39.3%
-115.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.5% | +0.2% | +1.4% |
| 7D | +6.9% | +0.2% | +6.7% | +6.7% |
| 30D | +19.0% | -0.5% | +19.5% | +19.2% |
| 3M | +34.3% | +9.7% | +24.6% | +25.3% |
| 6M | +48.0% | +33.9% | +14.1% | +18.3% |
| YTD | 0.0% | +49.0% | -49.0% | -26.2% |
| 1Y | -10.3% | +42.1% | -52.4% | -31.9% |
| 3Y | +32.4% | +51.9% | -19.5% | -9.4% |
| All | -76.5% | +39.3% | -115.8% | -83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling