+559.0%
BTSG vs DOCU
+25.2%
+533.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.8% |
| 7D | +3.8% | -3.4% | +7.2% | +4.2% |
| 30D | +13.7% | +9.3% | +4.5% | +12.4% |
| 3M | +18.0% | +30.2% | -12.2% | +13.5% |
| 6M | +32.2% | +62.1% | -29.9% | +22.3% |
| YTD | +93.6% | +13.5% | +80.0% | +89.3% |
| 1Y | +115.9% | +11.5% | +104.4% | +111.6% |
| All | +559.0% | +25.2% | +533.8% | +478.4% |
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