-7.4%
BITO vs DOCU
-75.1%
+67.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.7% | -6.2% | -3.5% |
| 7D | +2.9% | +6.9% | -4.0% | +1.0% |
| 30D | +22.6% | +19.0% | +3.6% | +16.5% |
| 3M | +24.7% | +34.3% | -9.6% | +13.6% |
| 6M | +7.5% | +48.0% | -40.6% | -5.8% |
| YTD | -10.8% | 0.0% | -10.8% | -12.9% |
| 1Y | -29.9% | -10.3% | -19.6% | -29.7% |
| 3Y | +158.9% | +32.4% | +126.5% | +116.0% |
| All | -7.4% | -75.1% | +67.8% | +2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling