+50.1%
BG vs BTG
+38.4%
+11.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.1% |
| 7D | +2.8% | -0.9% | +3.7% | +2.8% |
| 30D | +12.0% | +36.8% | -24.8% | +9.0% |
| 3M | -7.7% | +23.1% | -30.8% | -9.3% |
| 6M | +4.5% | +3.5% | +1.0% | +4.5% |
| YTD | +35.7% | +25.5% | +10.2% | +30.9% |
| 1Y | +50.1% | +40.1% | +10.0% | +52.9% |
| All | +50.1% | +38.4% | +11.7% | +52.9% |
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