+30.9%
DOCU vs BTG
+102.4%
-71.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +3.8% |
| 7D | +6.9% | -0.9% | +7.8% | +6.9% |
| 30D | +19.0% | +36.8% | -17.8% | +16.8% |
| 3M | +34.3% | +23.1% | +11.2% | +32.6% |
| 6M | +48.0% | +3.5% | +44.5% | +47.1% |
| YTD | 0.0% | +25.5% | -25.5% | -2.1% |
| 1Y | -10.3% | +40.1% | -50.4% | -13.2% |
| All | +30.9% | +102.4% | -71.5% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling