+88.6%
AG vs BTG
+25.2%
+63.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.3% |
| 7D | -6.7% | -3.8% | -3.0% | -3.5% |
| 30D | +2.2% | +3.6% | -1.5% | -1.1% |
| 3M | +15.7% | +32.0% | -16.3% | -11.8% |
| 6M | -23.8% | +3.4% | -27.2% | -26.5% |
| YTD | +17.6% | +20.8% | -3.1% | -1.8% |
| 1Y | +88.6% | +22.4% | +66.2% | +49.9% |
| All | +88.6% | +25.2% | +63.4% | +49.9% |
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