+95.7%
DOCU vs BHP
+241.5%
-145.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -1.0% |
| 7D | -4.8% | +3.5% | -8.3% | -5.8% |
| 30D | +9.4% | -4.5% | +13.9% | +10.6% |
| 3M | +29.0% | -6.4% | +35.4% | +30.6% |
| 6M | +62.3% | -0.1% | +62.4% | +59.3% |
| YTD | +13.7% | +43.0% | -29.3% | -4.5% |
| 1Y | +11.5% | +56.5% | -45.0% | -9.6% |
| 3Y | +94.2% | +62.0% | +32.1% | +51.5% |
| 5Y | -71.7% | +130.4% | -202.1% | -80.3% |
| All | +95.7% | +241.5% | -145.8% | +14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling