-10.3%
DOCU vs BUD
+36.8%
-47.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.7% |
| 7D | +6.9% | +0.3% | +6.6% | +6.9% |
| 30D | +19.0% | -5.7% | +24.7% | +16.9% |
| 3M | +34.3% | +3.1% | +31.2% | +36.3% |
| 6M | +48.0% | +7.9% | +40.1% | +50.8% |
| YTD | 0.0% | +27.3% | -27.3% | +8.6% |
| 1Y | -10.3% | +37.8% | -48.1% | -1.0% |
| All | -10.3% | +36.8% | -47.1% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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