+29.2%
ALL vs BTG
+17.5%
+11.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.3% |
| 7D | +5.0% | -9.1% | +14.1% | +4.3% |
| 30D | +13.3% | -1.6% | +14.9% | +13.2% |
| 3M | +3.2% | -2.8% | +6.0% | +3.2% |
| 6M | +25.3% | -7.6% | +32.9% | +26.5% |
| YTD | +30.5% | +10.2% | +20.2% | +31.3% |
| 1Y | +29.2% | +21.3% | +7.9% | +30.1% |
| All | +29.2% | +17.5% | +11.7% | +30.1% |
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 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