-46.9%
BTDR vs DOCU
-74.0%
+27.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.0% | -16.7% | -18.3% |
| 7D | -29.9% | -3.2% | -26.7% | -29.5% |
| 30D | -51.3% | +15.7% | -67.0% | -52.8% |
| 3M | -52.0% | +37.3% | -89.3% | -55.2% |
| 6M | -57.5% | +63.1% | -120.6% | -62.3% |
| YTD | -52.6% | +15.4% | -68.0% | -55.1% |
| 1Y | -76.0% | +11.3% | -87.3% | -77.0% |
| 3Y | +33.1% | +92.1% | -59.0% | +26.4% |
| 5Y | -46.6% | -70.5% | +23.9% | -48.7% |
| All | -46.9% | -74.0% | +27.1% | -48.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling