+1,218.2%
BE vs BTG
+75.0%
+1,143.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -2.9% |
| 7D | +9.7% | -5.5% | +15.2% | +11.9% |
| 30D | +22.4% | +6.1% | +16.3% | +19.4% |
| 3M | +10.4% | +38.6% | -28.3% | -4.6% |
| 6M | +67.9% | +0.7% | +67.2% | +62.6% |
| YTD | +197.5% | +20.3% | +177.2% | +166.7% |
| 1Y | +310.6% | +25.0% | +285.5% | +258.8% |
| 3Y | +1,657.2% | +97.3% | +1,559.9% | +1,100.3% |
| 5Y | +1,218.2% | +78.3% | +1,139.8% | +846.7% |
| All | +1,218.2% | +75.0% | +1,143.2% | +846.7% |
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