+116.4%
DOCN vs BTG
+24.4%
+92.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +8.7% | -15.9% | -8.7% |
| 7D | -20.0% | -0.2% | -19.8% | -20.0% |
| 30D | -38.8% | -0.8% | -38.0% | -38.6% |
| 3M | -34.8% | +31.8% | -66.7% | -37.3% |
| 6M | -22.8% | +20.4% | -43.2% | -24.4% |
| YTD | +74.6% | +14.7% | +59.9% | +65.5% |
| 1Y | +116.4% | +29.4% | +87.1% | +97.4% |
| All | +116.4% | +24.4% | +92.1% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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