+11.3%
DOCU vs BUD
+38.8%
-27.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -1.9% |
| 7D | -3.2% | +7.1% | -10.4% | -2.8% |
| 30D | +15.7% | +12.7% | +3.0% | +16.9% |
| 3M | +37.3% | 0.0% | +37.3% | +35.3% |
| 6M | +63.1% | +7.6% | +55.5% | +64.9% |
| YTD | +15.4% | +35.0% | -19.6% | +24.8% |
| 1Y | +11.3% | +37.6% | -26.2% | +20.9% |
| All | +11.3% | +38.8% | -27.5% | +20.9% |
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