+23.8%
BTDR vs DOCU
-77.4%
+101.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.7% | +0.2% | +3.2% |
| 7D | +20.0% | +6.9% | +13.1% | +18.5% |
| 30D | +11.9% | +19.0% | -7.1% | +8.0% |
| 3M | -36.9% | +34.3% | -71.2% | -41.3% |
| 6M | +56.5% | +48.0% | +8.5% | +41.5% |
| YTD | +10.4% | 0.0% | +10.4% | +8.1% |
| 1Y | +3.1% | -10.3% | +13.4% | +3.6% |
| 3Y | -2.6% | +32.4% | -35.0% | -4.2% |
| 5Y | +25.2% | -77.9% | +103.1% | +25.3% |
| All | +23.8% | -77.4% | +101.2% | +23.7% |
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