+78.6%
BITO vs DOCU
+87.9%
-9.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.2% |
| 7D | -1.5% | -5.5% | +4.1% | -0.5% |
| 30D | -9.5% | +12.6% | -22.2% | -11.5% |
| 3M | +16.2% | +36.4% | -20.2% | +9.4% |
| 6M | -9.0% | +66.8% | -75.8% | -18.0% |
| YTD | -16.2% | +13.5% | -29.6% | -19.0% |
| 1Y | -27.6% | +11.3% | -38.9% | -29.8% |
| 3Y | +78.6% | +92.1% | -13.5% | +61.4% |
| All | +78.6% | +87.9% | -9.3% | +61.4% |
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