-34.9%
DOCS vs BTG
+22.2%
-57.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.2% | +0.9% |
| 7D | +0.1% | -5.9% | +5.9% | +1.3% |
| 30D | +8.7% | -5.0% | +13.7% | +9.4% |
| 3M | +32.9% | -4.5% | +37.3% | +32.8% |
| 6M | +25.5% | -7.0% | +32.5% | +18.7% |
| YTD | -25.0% | +11.4% | -36.4% | -30.6% |
| 1Y | -34.9% | +20.1% | -55.0% | -41.4% |
| All | -34.9% | +22.2% | -57.0% | -41.4% |
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