-10.3%
DOCU vs BHP
+69.4%
-79.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.7% |
| 7D | +6.9% | -2.9% | +9.8% | +6.5% |
| 30D | +19.0% | +3.4% | +15.6% | +19.5% |
| 3M | +34.3% | +4.1% | +30.2% | +35.7% |
| 6M | +48.0% | +20.6% | +27.4% | +52.6% |
| YTD | 0.0% | +56.1% | -56.0% | +1.3% |
| 1Y | -10.3% | +69.6% | -79.9% | -12.2% |
| All | -10.3% | +69.4% | -79.7% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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