+233.9%
ACWI vs BTG
+143.2%
+90.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.2% |
| 7D | +1.1% | +4.8% | -3.7% | +0.6% |
| 30D | -0.2% | +8.3% | -8.5% | -1.0% |
| 3M | +4.7% | +32.3% | -27.6% | +1.6% |
| 6M | +14.5% | +3.0% | +11.5% | +13.3% |
| YTD | +14.6% | +21.9% | -7.3% | +11.4% |
| 1Y | +21.4% | +28.2% | -6.7% | +17.0% |
| 3Y | +77.6% | +99.9% | -22.3% | +62.3% |
| 5Y | +68.1% | +73.6% | -5.5% | +54.0% |
| All | +233.9% | +143.2% | +90.7% | +200.7% |
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