-14.1%
ALC vs BTG
+27.7%
-41.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.2% | -2.6% |
| 7D | -7.7% | -5.5% | -2.2% | -7.4% |
| 30D | -11.7% | +6.1% | -17.8% | -12.0% |
| 3M | +0.7% | +38.6% | -38.0% | -1.5% |
| 6M | -17.1% | +0.7% | -17.8% | -17.3% |
| YTD | -15.1% | +20.3% | -35.5% | -16.9% |
| 1Y | -14.1% | +25.0% | -39.2% | -16.4% |
| All | -14.1% | +27.7% | -41.8% | -16.4% |
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