+107.6%
BTI vs DOCU
+110.9%
-3.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.2% | +1.6% | -4.8% | -3.3% |
| 30D | +9.7% | +10.8% | -1.2% | +9.3% |
| 3M | +11.1% | +38.0% | -26.9% | +10.0% |
| 6M | -1.2% | +77.4% | -78.6% | -2.9% |
| YTD | +12.7% | +17.2% | -4.5% | +12.0% |
| 1Y | +15.8% | +15.6% | +0.2% | +15.1% |
| 3Y | +148.9% | +95.6% | +53.3% | +139.7% |
| 5Y | +151.9% | -69.7% | +221.6% | +154.2% |
| All | +107.6% | +110.9% | -3.3% | +79.7% |
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