-44.0%
BTDR vs DOCU
-73.3%
+29.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.8% | -9.4% | -8.8% |
| 7D | -6.9% | +4.1% | -11.0% | -7.6% |
| 30D | -31.5% | +7.4% | -38.9% | -32.5% |
| 3M | -36.1% | +26.0% | -62.1% | -39.2% |
| 6M | -57.6% | +79.2% | -136.8% | -63.1% |
| YTD | -50.0% | +18.1% | -68.1% | -52.9% |
| 1Y | -49.6% | +20.5% | -70.1% | -52.6% |
| 3Y | +48.5% | +96.4% | -47.9% | +40.5% |
| 5Y | -43.8% | -69.5% | +25.7% | -46.2% |
| All | -44.0% | -73.3% | +29.3% | -46.1% |
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