+103.3%
DOCU vs BTG
+116.8%
-13.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.8% |
| 7D | +4.1% | -9.1% | +13.1% | +4.7% |
| 30D | +7.4% | -1.6% | +9.0% | +7.3% |
| 3M | +26.0% | -2.8% | +28.8% | +25.8% |
| 6M | +79.2% | -7.6% | +86.8% | +78.9% |
| YTD | +18.1% | +10.2% | +7.8% | +15.5% |
| 1Y | +20.5% | +21.3% | -0.7% | +17.0% |
| 3Y | +96.4% | +82.7% | +13.7% | +81.4% |
| 5Y | -69.5% | +30.8% | -100.3% | -71.6% |
| All | +103.3% | +116.8% | -13.6% | +130.1% |
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