+16.4%
DOCU vs BHP
+53.5%
-37.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +3.5% |
| 7D | -0.4% | +2.4% | -2.8% | +0.2% |
| 30D | +12.9% | -5.4% | +18.3% | +11.8% |
| 3M | +35.1% | -6.9% | +41.9% | +33.5% |
| 6M | +76.2% | -4.3% | +80.5% | +76.5% |
| YTD | +17.2% | +41.6% | -24.5% | +20.9% |
| 1Y | +16.4% | +53.3% | -36.9% | +12.7% |
| All | +16.4% | +53.5% | -37.1% | +12.7% |
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