+13.1%
ACWI vs BTG
+17.5%
-4.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +2.4% | -9.1% | +11.5% | +3.6% |
| 30D | -1.7% | -1.6% | -0.1% | -1.7% |
| 3M | -3.9% | -2.8% | -1.1% | -3.9% |
| 6M | +0.8% | -7.6% | +8.4% | +0.9% |
| YTD | +11.0% | +10.2% | +0.8% | +8.1% |
| 1Y | +13.1% | +21.3% | -8.2% | +7.9% |
| All | +13.1% | +17.5% | -4.4% | +7.9% |
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