+529.2%
ASX vs BTG
+33.0%
+496.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.4% | +9.0% | +7.1% |
| 7D | +0.8% | +1.4% | -0.5% | +0.3% |
| 30D | -20.4% | -1.1% | -19.3% | -20.4% |
| 3M | -2.1% | +2.5% | -4.7% | -3.0% |
| 6M | +8.2% | -3.1% | +11.3% | +7.6% |
| YTD | +137.3% | +16.3% | +121.0% | +125.3% |
| 1Y | +155.0% | +27.6% | +127.4% | +137.3% |
| 3Y | +397.9% | +89.5% | +308.4% | +313.0% |
| 5Y | +529.2% | +33.6% | +495.7% | +458.4% |
| All | +529.2% | +33.0% | +496.2% | +458.4% |
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