+51.5%
DOCN vs BTG
+40.3%
+11.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.2% | +2.8% | +7.2% |
| 7D | -12.8% | +19.1% | -31.9% | -15.5% |
| 30D | -41.9% | +8.2% | -50.1% | -42.6% |
| 3M | -36.9% | +13.3% | -50.3% | -38.1% |
| 6M | -52.2% | +8.1% | -60.3% | -53.6% |
| YTD | +62.7% | +27.5% | +35.2% | +51.3% |
| All | +51.5% | +40.3% | +11.3% | +36.7% |
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