+384.5%
ALAB vs BTG
+139.5%
+245.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.4% | +3.6% |
| 7D | +9.6% | +2.4% | +7.2% | +9.0% |
| 30D | -5.3% | +9.5% | -14.7% | -7.6% |
| 3M | -12.0% | +38.5% | -50.5% | -20.5% |
| 6M | +145.7% | +5.6% | +140.1% | +137.6% |
| YTD | +80.7% | +23.9% | +56.7% | +67.4% |
| 1Y | +40.1% | +32.1% | +8.0% | +25.1% |
| All | +384.5% | +139.5% | +245.0% | +261.3% |
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