+68.0%
ACWI vs BTG
+72.3%
-4.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | +0.5% | -0.9% | +1.4% | +0.6% |
| 30D | +0.9% | +36.8% | -36.0% | -3.4% |
| 3M | +2.4% | +23.1% | -20.7% | -0.8% |
| 6M | +12.4% | +3.5% | +8.9% | +10.7% |
| YTD | +15.2% | +25.5% | -10.3% | +10.1% |
| 1Y | +22.7% | +40.1% | -17.4% | +14.8% |
| 3Y | +75.8% | +101.1% | -25.3% | +52.3% |
| All | +68.0% | +72.3% | -4.3% | +46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling