+153.0%
BTI vs DOCU
-71.0%
+224.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.4% |
| 7D | -1.0% | -5.5% | +4.5% | -0.9% |
| 30D | +13.0% | +12.6% | +0.3% | +12.7% |
| 3M | +3.7% | +36.4% | -32.7% | +3.1% |
| 6M | +3.7% | +66.8% | -63.1% | +2.7% |
| YTD | +10.6% | +13.5% | -2.8% | +10.4% |
| 1Y | +17.1% | +11.3% | +5.8% | +16.9% |
| 3Y | +140.2% | +92.1% | +48.2% | +133.3% |
| All | +153.0% | -71.0% | +224.0% | +143.0% |
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