+28.2%
BTG vs FGI
+93.1%
-64.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.7% | -2.9% |
| 7D | +4.8% | +5.2% | -0.3% | +4.8% |
| 30D | +8.3% | +65.2% | -56.9% | +7.4% |
| 3M | +32.3% | +30.2% | +2.1% | +31.5% |
| 6M | +3.0% | +87.8% | -84.9% | -0.2% |
| YTD | +21.9% | +32.5% | -10.5% | +18.7% |
| 1Y | +28.2% | +93.6% | -65.4% | +26.8% |
| All | +28.2% | +93.1% | -64.9% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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