+13.7%
DOCU vs BTG
+24.4%
-10.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.7% | -8.5% | 0.0% |
| 7D | -3.7% | -0.2% | -3.5% | -3.7% |
| 30D | +15.0% | -0.8% | +15.7% | +14.9% |
| 3M | +39.9% | +31.8% | +8.1% | +37.4% |
| 6M | +66.2% | +20.4% | +45.7% | +63.6% |
| YTD | +17.7% | +14.7% | +3.0% | +12.6% |
| 1Y | +13.7% | +29.4% | -15.7% | +4.6% |
| All | +13.7% | +24.4% | -10.7% | +4.6% |
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