+95.5%
DOCU vs BTG
+134.5%
-39.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.5% | +6.4% | +0.3% |
| 7D | -3.4% | +13.0% | -16.3% | -4.2% |
| 30D | +9.3% | +1.1% | +8.1% | +9.0% |
| 3M | +30.2% | +5.3% | +24.9% | +29.3% |
| 6M | +62.1% | +1.1% | +61.1% | +60.9% |
| YTD | +13.5% | +19.2% | -5.7% | +10.5% |
| 1Y | +11.5% | +31.5% | -20.0% | +7.7% |
| 3Y | +89.5% | +94.3% | -4.8% | +74.4% |
| 5Y | -69.6% | +41.8% | -111.4% | -71.9% |
| All | +95.5% | +134.5% | -39.0% | +120.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling