+102.6%
DOCU vs BUD
-5.3%
+107.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.6% |
| 7D | -3.7% | +3.3% | -7.0% | -4.5% |
| 30D | +15.0% | +11.8% | +3.1% | +11.7% |
| 3M | +39.9% | -1.1% | +41.0% | +40.2% |
| 6M | +66.2% | +14.9% | +51.3% | +59.9% |
| YTD | +17.7% | +32.6% | -14.9% | +8.2% |
| 1Y | +13.7% | +37.2% | -23.5% | +3.4% |
| 3Y | +95.9% | +48.8% | +47.1% | +71.5% |
| 5Y | -71.7% | +50.7% | -122.4% | -75.5% |
| All | +102.6% | -5.3% | +107.9% | +103.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling