+144.0%
BTI vs DOCU
+87.9%
+56.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +13.1% |
| 3M | +5.3% | +36.4% | -31.1% | +5.9% |
| 6M | +5.3% | +66.8% | -61.5% | +6.6% |
| YTD | +12.4% | +13.5% | -1.1% | +13.3% |
| 1Y | +18.9% | +11.3% | +7.6% | +19.9% |
| 3Y | +144.0% | +92.1% | +52.0% | +150.5% |
| All | +144.0% | +87.9% | +56.1% | +150.5% |
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