+34.5%
BUD vs BTG
+25.2%
+9.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.7% |
| 7D | -2.6% | -3.8% | +1.1% | -2.6% |
| 30D | -1.2% | +3.6% | -4.8% | -1.3% |
| 3M | -4.9% | +32.0% | -36.9% | -5.5% |
| 6M | +9.3% | +3.4% | +5.9% | +8.7% |
| YTD | +24.0% | +20.8% | +3.2% | +23.6% |
| 1Y | +34.5% | +22.4% | +12.1% | +35.6% |
| All | +34.5% | +25.2% | +9.3% | +35.6% |
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