+477.7%
ASX vs BTG
+72.2%
+405.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.9% | +8.9% | +6.7% |
| 7D | +6.3% | +4.8% | +1.5% | +5.2% |
| 30D | +6.4% | +8.3% | -1.9% | +4.5% |
| 3M | +13.1% | +32.3% | -19.2% | +5.8% |
| 6M | +90.3% | +3.0% | +87.3% | +86.3% |
| YTD | +149.6% | +21.9% | +127.7% | +135.6% |
| 1Y | +249.2% | +28.2% | +221.0% | +223.9% |
| 3Y | +445.9% | +99.9% | +346.0% | +350.8% |
| 5Y | +477.7% | +73.6% | +404.2% | +386.4% |
| All | +477.7% | +72.2% | +405.5% | +386.4% |
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 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