-55.0%
DOCN vs BTG
+23.5%
-78.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | +0.1% | +1.9% |
| 7D | -19.2% | +17.4% | -36.5% | -22.9% |
| 30D | -43.1% | +8.0% | -51.1% | -43.9% |
| 3M | -40.7% | +32.5% | -73.2% | -44.6% |
| 6M | -55.0% | +21.6% | -76.6% | -57.1% |
| All | -55.0% | +23.5% | -78.5% | -57.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling