+174.8%
ABCL vs BTG
+38.4%
+136.4%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.6% |
| 7D | +0.7% | -0.9% | +1.6% | +0.9% |
| 30D | +93.1% | +36.8% | +56.2% | +69.6% |
| 3M | +79.4% | +23.1% | +56.3% | +63.8% |
| 6M | +214.9% | +3.5% | +211.4% | +206.3% |
| YTD | +234.2% | +25.5% | +208.7% | +193.8% |
| 1Y | +174.8% | +40.1% | +134.7% | +142.6% |
| All | +174.8% | +38.4% | +136.4% | +142.6% |
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