+95.3%
DOCU vs BUD
+51.6%
+43.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.1% |
| 7D | -3.2% | +7.1% | -10.4% | -3.6% |
| 30D | +15.7% | +12.7% | +3.0% | +15.0% |
| 3M | +37.3% | 0.0% | +37.3% | +36.8% |
| 6M | +63.1% | +7.6% | +55.5% | +62.5% |
| YTD | +15.4% | +35.0% | -19.6% | +13.0% |
| 1Y | +11.3% | +37.6% | -26.2% | +8.7% |
| All | +95.3% | +51.6% | +43.7% | +82.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling