-29.7%
BTDR vs DOCU
-73.6%
+43.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.2% | +6.5% | +9.1% |
| 7D | +7.7% | -0.4% | +8.1% | +7.8% |
| 30D | -24.1% | +12.9% | -37.0% | -25.9% |
| 3M | -19.1% | +35.1% | -54.2% | -24.2% |
| 6M | -46.6% | +76.2% | -122.8% | -53.4% |
| YTD | -37.3% | +17.2% | -54.5% | -40.8% |
| 1Y | -53.2% | +16.4% | -69.6% | -55.6% |
| 3Y | +77.1% | +95.6% | -18.5% | +67.8% |
| 5Y | -29.7% | -68.5% | +38.8% | -32.7% |
| All | -29.7% | -73.6% | +43.9% | -32.2% |
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 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