+95.5%
DOCU vs BWA
+26.6%
+68.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.4% |
| 7D | -3.4% | -2.4% | -0.9% | -2.8% |
| 30D | +9.3% | -17.7% | +27.0% | +14.7% |
| 3M | +30.2% | -27.0% | +57.2% | +40.5% |
| 6M | +62.1% | -17.3% | +79.4% | +66.8% |
| YTD | +13.5% | +12.9% | +0.7% | +2.4% |
| 1Y | +11.5% | +12.9% | -1.4% | +0.5% |
| 3Y | +89.5% | +62.1% | +27.4% | +46.2% |
| 5Y | -69.6% | +30.7% | -100.3% | -75.4% |
| All | +95.5% | +26.6% | +68.9% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling