+98.2%
BB vs BTG
+25.2%
+73.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | -0.4% | -3.8% | +3.4% | +0.1% |
| 30D | -12.5% | +3.6% | -16.2% | -12.9% |
| 3M | -17.4% | +32.0% | -49.5% | -20.6% |
| 6M | +119.1% | +3.4% | +115.8% | +114.3% |
| YTD | +102.4% | +20.8% | +81.6% | +93.9% |
| 1Y | +98.2% | +22.4% | +75.8% | +82.1% |
| All | +98.2% | +25.2% | +73.0% | +82.1% |
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