+67.9%
BITO vs DOCU
+96.5%
-28.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +0.8% |
| 7D | -7.0% | -0.4% | -6.6% | -7.0% |
| 30D | -10.3% | +12.9% | -23.2% | -12.3% |
| 3M | +16.0% | +35.1% | -19.0% | +9.6% |
| 6M | -10.8% | +76.2% | -87.0% | -20.4% |
| YTD | -17.5% | +17.2% | -34.7% | -20.8% |
| 1Y | -30.1% | +16.4% | -46.5% | -32.7% |
| All | +67.9% | +96.5% | -28.7% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling