-47.3%
DOCS vs BTDR
-69.9%
+22.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -5.6% | +12.0% | +6.4% |
| 7D | +1.2% | -17.6% | +18.8% | +1.4% |
| 30D | +21.3% | -40.3% | +61.6% | +21.4% |
| 3M | +58.4% | -42.6% | +101.0% | +58.3% |
| 6M | +39.3% | -46.3% | +85.6% | +39.7% |
| YTD | -21.7% | -41.7% | +20.0% | -22.0% |
| 1Y | -47.3% | -69.4% | +22.1% | -46.4% |
| All | -47.3% | -69.9% | +22.6% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling