-38.3%
DOCS vs BTG
+31.1%
-69.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.5% | +5.1% | +0.1% |
| 7D | -0.6% | +13.0% | -13.5% | -3.3% |
| 30D | +6.3% | +1.1% | +5.2% | +5.6% |
| 3M | +26.5% | +5.3% | +21.2% | +23.7% |
| 6M | +24.8% | +1.1% | +23.7% | +16.4% |
| YTD | -26.8% | +19.2% | -46.0% | -33.0% |
| 1Y | -38.3% | +31.5% | -69.8% | -45.4% |
| All | -38.3% | +31.1% | -69.4% | -45.4% |
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