+18.9%
BTI vs DOCU
+10.1%
+8.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.5% |
| 7D | -1.0% | -5.5% | +4.5% | -1.1% |
| 30D | +13.0% | +12.6% | +0.3% | +13.2% |
| 3M | +5.3% | +36.4% | -31.1% | +6.2% |
| 6M | +5.3% | +66.8% | -61.5% | +8.4% |
| YTD | +12.4% | +13.5% | -1.1% | +14.7% |
| 1Y | +18.9% | +11.3% | +7.6% | +21.7% |
| All | +18.9% | +10.1% | +8.9% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling