+85.3%
BTI vs DOCU
+80.0%
+5.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -1.2% |
| 7D | -1.4% | +6.9% | -8.3% | -1.6% |
| 30D | -6.6% | +19.0% | -25.6% | -7.1% |
| 3M | -3.0% | +34.3% | -37.3% | -3.8% |
| 6M | -6.7% | +48.0% | -54.7% | -7.8% |
| YTD | +0.6% | 0.0% | +0.5% | +0.4% |
| 1Y | +5.6% | -10.3% | +15.9% | +5.8% |
| 3Y | +110.3% | +32.4% | +77.9% | +105.4% |
| 5Y | +114.3% | -77.9% | +192.2% | +118.9% |
| All | +85.3% | +80.0% | +5.3% | +61.2% |
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