-68.5%
DOCU vs BUD
+49.9%
-118.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.3% | +5.5% | +4.1% |
| 7D | -0.4% | +0.5% | -0.9% | -0.7% |
| 30D | +12.9% | +7.4% | +5.5% | +9.5% |
| 3M | +35.1% | +4.3% | +30.8% | +32.5% |
| 6M | +76.2% | +5.3% | +70.9% | +71.7% |
| YTD | +17.2% | +33.2% | -16.1% | +0.7% |
| 1Y | +16.4% | +31.8% | -15.3% | +0.5% |
| 3Y | +95.6% | +47.8% | +47.8% | +50.9% |
| 5Y | -68.5% | +50.2% | -118.7% | -78.7% |
| All | -68.5% | +49.9% | -118.4% | -78.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling