+23.7%
BBY vs BTG
+38.4%
-14.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.6% | +3.3% |
| 7D | +9.5% | -0.9% | +10.4% | +9.5% |
| 30D | +6.8% | +36.8% | -30.0% | +4.5% |
| 3M | +28.9% | +23.1% | +5.7% | +26.7% |
| 6M | +37.8% | +3.5% | +34.3% | +36.4% |
| YTD | +38.7% | +25.5% | +13.3% | +32.7% |
| 1Y | +23.7% | +40.1% | -16.4% | +14.3% |
| All | +23.7% | +38.4% | -14.7% | +14.3% |
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 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