+1,008.9%
BE vs BTG
+172.0%
+836.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.9% | +12.5% | +10.6% |
| 7D | +29.8% | +4.8% | +25.0% | +27.6% |
| 30D | +26.4% | +8.3% | +18.0% | +22.8% |
| 3M | +9.3% | +32.3% | -23.0% | -2.3% |
| 6M | +105.1% | +3.0% | +102.1% | +97.5% |
| YTD | +219.0% | +21.9% | +197.1% | +188.4% |
| 1Y | +418.8% | +28.2% | +390.6% | +358.2% |
| 3Y | +1,784.6% | +99.9% | +1,684.7% | +1,266.8% |
| 5Y | +1,251.0% | +73.6% | +1,177.4% | +908.0% |
| All | +1,008.9% | +172.0% | +836.8% | +744.1% |
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 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