-19.2%
DOCU vs BTG
+29.1%
-48.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.6% | -1.1% |
| 7D | -1.4% | +2.4% | -3.8% | -1.6% |
| 30D | +8.1% | +9.5% | -1.4% | +7.5% |
| 3M | +43.0% | +38.5% | +4.5% | +40.5% |
| 6M | +32.4% | +5.6% | +26.7% | +31.6% |
| YTD | -5.8% | +23.9% | -29.7% | -8.3% |
| 1Y | -19.2% | +32.1% | -51.4% | -30.5% |
| All | -19.2% | +29.1% | -48.3% | -30.5% |
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