-13.6%
BITO vs DOCU
-69.1%
+55.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -6.3% | +1.6% | -7.9% | -6.7% |
| 30D | -14.6% | +10.8% | -25.5% | -17.1% |
| 3M | +11.4% | +38.0% | -26.5% | +1.2% |
| 6M | -13.3% | +77.4% | -90.7% | -27.5% |
| YTD | -20.9% | +17.2% | -38.1% | -26.4% |
| 1Y | -32.1% | +15.6% | -47.7% | -36.6% |
| 3Y | +58.2% | +95.6% | -37.4% | +16.7% |
| 5Y | -13.6% | -69.7% | +56.1% | -12.6% |
| All | -13.6% | -69.1% | +55.5% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling