+250.2%
DOCN vs BTG
+38.4%
+211.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +3.0% |
| 7D | +1.1% | -0.9% | +2.0% | +1.2% |
| 30D | -9.6% | +36.8% | -46.5% | -13.6% |
| 3M | -37.7% | +23.1% | -60.8% | -39.8% |
| 6M | +115.2% | +3.5% | +111.7% | +112.1% |
| YTD | +133.7% | +25.5% | +108.2% | +120.6% |
| 1Y | +250.2% | +40.1% | +210.1% | +222.8% |
| All | +250.2% | +38.4% | +211.8% | +222.8% |
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