+360.5%
BE vs BTG
+38.4%
+322.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +7.9% |
| 7D | +20.0% | -0.9% | +20.9% | +20.2% |
| 30D | +7.9% | +36.8% | -28.9% | -5.0% |
| 3M | -13.2% | +23.1% | -36.3% | -20.4% |
| 6M | +53.5% | +3.5% | +50.0% | +50.3% |
| YTD | +191.0% | +25.5% | +165.5% | +160.8% |
| 1Y | +360.5% | +40.1% | +320.4% | +334.5% |
| All | +360.5% | +38.4% | +322.1% | +334.5% |
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