-10.4%
DOCU vs BIYA
-99.9%
+89.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.6% | +5.6% | -1.9% |
| 7D | -3.2% | -10.6% | +7.4% | -3.1% |
| 30D | +15.7% | -19.4% | +35.1% | +15.6% |
| 3M | +37.3% | -61.5% | +98.8% | +38.5% |
| 6M | +63.1% | -91.5% | +154.7% | +64.4% |
| YTD | +15.4% | -97.2% | +112.5% | +16.6% |
| 1Y | +11.3% | -98.4% | +109.7% | +13.5% |
| All | -10.4% | -99.9% | +89.5% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling