+452.1%
BTSG vs DOCU
+10.2%
+441.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -1.6% |
| 7D | +2.7% | +6.9% | -4.2% | +1.8% |
| 30D | -3.6% | +19.0% | -22.6% | -6.1% |
| 3M | +5.8% | +34.3% | -28.5% | +0.9% |
| 6M | +44.7% | +48.0% | -3.3% | +35.0% |
| YTD | +62.2% | 0.0% | +62.1% | +61.4% |
| 1Y | +152.1% | -10.3% | +162.4% | +154.1% |
| All | +452.1% | +10.2% | +441.8% | +393.2% |
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 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