+2,668.9%
ASX vs BTG
+392.0%
+2,276.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.3% |
| 7D | -0.7% | -0.9% | +0.2% | -0.7% |
| 30D | +2.0% | +36.8% | -34.8% | -0.9% |
| 3M | -1.3% | +23.1% | -24.4% | -3.3% |
| 6M | +71.4% | +3.5% | +68.0% | +70.0% |
| YTD | +135.3% | +25.5% | +109.8% | +129.5% |
| 1Y | +267.5% | +40.1% | +227.4% | +254.6% |
| 3Y | +388.5% | +101.1% | +287.4% | +354.4% |
| 5Y | +417.1% | +70.6% | +346.5% | +382.8% |
| 10Y | +872.7% | +152.1% | +720.6% | +769.1% |
| All | +2,668.9% | +392.0% | +2,276.9% | +2,260.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling