-33.6%
BTDR vs DOCU
-71.8%
+38.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.9% |
| 7D | +7.1% | -4.8% | +11.9% | +8.1% |
| 30D | -31.4% | +9.4% | -40.7% | -32.7% |
| 3M | -39.2% | +29.0% | -68.3% | -42.6% |
| 6M | -50.9% | +62.3% | -113.2% | -56.5% |
| YTD | -41.0% | +13.7% | -54.7% | -44.0% |
| 1Y | -69.9% | +11.5% | -81.5% | -71.3% |
| 3Y | +87.3% | +94.2% | -6.9% | +78.2% |
| 5Y | -33.6% | -71.7% | +38.1% | -36.1% |
| All | -33.6% | -71.8% | +38.1% | -36.1% |
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 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