+66.8%
DOCU vs BR
+27.1%
+39.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.2% | -0.1% |
| 7D | -5.5% | +6.5% | -12.0% | -10.9% |
| 30D | +12.6% | +18.9% | -6.3% | -4.3% |
| 3M | +36.4% | +16.3% | +20.1% | +17.2% |
| 6M | +66.8% | +26.2% | +40.6% | +31.5% |
| All | +66.8% | +27.1% | +39.7% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 6mo: compounded portfolio wealth divided by compounded BR 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…
6mo analysis · Full analysis span regression · 6 months rolling