-15.9%
CORZ vs BTG
+26.4%
-42.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.4% | +13.4% | +11.6% |
| 7D | +14.2% | +1.4% | +12.8% | +13.4% |
| 30D | -3.0% | -1.1% | -1.9% | -2.9% |
| 3M | -26.3% | +2.5% | -28.8% | -26.9% |
| 6M | -36.5% | -3.1% | -33.4% | -36.3% |
| YTD | +0.1% | +16.3% | -16.2% | -9.4% |
| 1Y | -15.9% | +27.6% | -43.5% | -29.0% |
| All | -15.9% | +26.4% | -42.3% | -29.0% |
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