+992.0%
ASX vs BTG
+147.2%
+844.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.9% | +3.3% |
| 7D | +11.1% | +2.4% | +8.7% | +10.7% |
| 30D | +9.6% | +9.5% | +0.1% | +8.1% |
| 3M | +18.6% | +38.5% | -19.9% | +12.4% |
| 6M | +92.1% | +5.6% | +86.5% | +88.6% |
| YTD | +158.5% | +23.9% | +134.5% | +147.6% |
| 1Y | +271.9% | +32.1% | +239.8% | +251.6% |
| 3Y | +465.2% | +103.2% | +362.0% | +396.4% |
| 5Y | +479.4% | +79.7% | +399.7% | +409.9% |
| 10Y | +992.0% | +159.1% | +832.9% | +820.3% |
| All | +992.0% | +147.2% | +844.8% | +820.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling