+101.7%
DOCU vs BWA
+28.6%
+73.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +2.8% |
| 7D | -0.4% | +1.7% | -2.1% | -1.0% |
| 30D | +12.9% | -14.6% | +27.5% | +17.4% |
| 3M | +35.1% | -26.2% | +61.3% | +45.4% |
| 6M | +76.2% | -18.4% | +94.6% | +82.3% |
| YTD | +17.2% | +14.7% | +2.5% | +5.3% |
| 1Y | +16.4% | +13.3% | +3.1% | +4.9% |
| 3Y | +95.6% | +64.7% | +30.9% | +50.3% |
| 5Y | -68.5% | +32.2% | -100.7% | -74.6% |
| All | +101.7% | +28.6% | +73.1% | +36.5% |
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