+74.3%
DOCN vs BTG
+26.4%
+47.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.4% | +12.0% | +10.0% |
| 7D | +3.7% | +1.4% | +2.4% | +3.3% |
| 30D | -33.7% | -1.1% | -32.5% | -33.6% |
| 3M | -27.9% | +2.5% | -30.4% | -28.2% |
| 6M | -46.4% | -3.1% | -43.4% | -47.2% |
| YTD | +81.1% | +16.3% | +64.8% | +70.9% |
| 1Y | +74.3% | +27.6% | +46.7% | +59.6% |
| All | +74.3% | +26.4% | +47.9% | +59.6% |
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