+106.0%
BTSG vs DOCU
+10.1%
+95.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.6% | +2.0% |
| 7D | +0.4% | -5.5% | +5.9% | +0.6% |
| 30D | +5.3% | +12.6% | -7.4% | +4.9% |
| 3M | +10.8% | +36.4% | -25.6% | +9.3% |
| 6M | +27.3% | +66.8% | -39.5% | +22.5% |
| YTD | +79.3% | +13.5% | +65.8% | +84.1% |
| 1Y | +106.0% | +11.3% | +94.7% | +112.5% |
| All | +106.0% | +10.1% | +95.9% | +112.5% |
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 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