+250.2%
DOCN vs BTI
+5.0%
+245.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +2.4% |
| 7D | +1.1% | -1.4% | +2.5% | +0.7% |
| 30D | -9.6% | -6.6% | -3.0% | -11.3% |
| 3M | -37.7% | -3.0% | -34.7% | -38.7% |
| 6M | +115.2% | -6.7% | +121.9% | +111.3% |
| YTD | +133.7% | +0.6% | +133.2% | +127.8% |
| 1Y | +250.2% | +5.6% | +244.6% | +241.7% |
| All | +250.2% | +5.0% | +245.2% | +241.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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