-14.2%
BITO vs DOCU
-70.9%
+56.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +0.5% |
| 7D | -7.0% | -0.4% | -6.6% | -6.9% |
| 30D | -10.2% | +12.9% | -23.1% | -13.3% |
| 3M | +16.2% | +35.1% | -18.9% | +6.2% |
| 6M | -10.7% | +76.2% | -86.9% | -25.1% |
| YTD | -17.4% | +17.2% | -34.5% | -23.1% |
| 1Y | -29.9% | +16.4% | -46.4% | -34.7% |
| 3Y | +65.4% | +95.6% | -30.2% | +22.1% |
| 5Y | -10.8% | -68.5% | +57.7% | -6.5% |
| All | -14.2% | -70.9% | +56.7% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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