+193.4%
AMAT vs BTG
+29.7%
+163.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.9% | +6.8% | +4.7% |
| 7D | +7.0% | +4.8% | +2.2% | +5.5% |
| 30D | -12.2% | +8.3% | -20.6% | -14.3% |
| 3M | -3.8% | +32.3% | -36.1% | -12.2% |
| 6M | +45.9% | +3.0% | +43.0% | +42.4% |
| YTD | +84.6% | +21.9% | +62.7% | +72.5% |
| 1Y | +193.4% | +28.2% | +165.2% | +165.6% |
| All | +193.4% | +29.7% | +163.7% | +165.6% |
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