+110.5%
CNC vs BTG
+24.4%
+86.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +8.7% | +3.9% | +12.2% |
| 7D | +13.4% | -0.2% | +13.6% | +13.2% |
| 30D | +18.2% | -0.8% | +19.0% | +18.0% |
| 3M | +18.6% | +31.8% | -13.2% | +17.3% |
| 6M | +41.9% | +20.4% | +21.5% | +40.2% |
| YTD | +84.7% | +14.7% | +70.0% | +80.1% |
| 1Y | +110.5% | +29.4% | +81.1% | +102.5% |
| All | +110.5% | +24.4% | +86.1% | +102.5% |
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