+84.2%
DOCN vs BTI
+134.7%
-50.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.3% | +9.3% | +8.0% |
| 7D | -12.8% | -2.9% | -9.9% | -12.8% |
| 30D | -41.9% | +8.3% | -50.2% | -42.1% |
| 3M | -36.9% | +2.9% | -39.8% | -36.9% |
| 6M | -52.2% | +6.2% | -58.4% | -52.8% |
| YTD | +62.7% | +10.9% | +51.8% | +59.2% |
| 1Y | +58.2% | +16.6% | +41.7% | +53.1% |
| 3Y | +219.5% | +142.2% | +77.2% | +147.8% |
| 5Y | -32.9% | +151.3% | -184.2% | -41.9% |
| All | +84.2% | +134.7% | -50.4% | +56.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling