+16.4%
DOCU vs BTG
+26.4%
-10.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.4% | +5.7% | +3.2% |
| 7D | -0.4% | +1.4% | -1.8% | -0.5% |
| 30D | +12.9% | -1.1% | +14.1% | +12.9% |
| 3M | +35.1% | +2.5% | +32.5% | +34.5% |
| 6M | +76.2% | -3.1% | +79.3% | +75.2% |
| YTD | +17.2% | +16.3% | +0.9% | +12.0% |
| 1Y | +16.4% | +27.6% | -11.2% | +7.1% |
| All | +16.4% | +26.4% | -10.0% | +7.1% |
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 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