+11.3%
DOCU vs BUD
+36.0%
-24.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.7% |
| 7D | -5.5% | +4.5% | -10.0% | -5.3% |
| 30D | +12.6% | +12.5% | +0.1% | +14.0% |
| 3M | +36.4% | 0.0% | +36.4% | +34.8% |
| 6M | +66.8% | +3.8% | +63.0% | +67.0% |
| YTD | +13.5% | +33.1% | -19.6% | +22.7% |
| 1Y | +11.3% | +35.5% | -24.2% | +20.5% |
| All | +11.3% | +36.0% | -24.7% | +20.5% |
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