+143.3%
DELL vs BTG
+24.4%
+119.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +8.7% | -17.5% | -11.3% |
| 7D | -24.6% | -0.2% | -24.4% | -24.6% |
| 30D | -32.5% | -0.8% | -31.7% | -32.3% |
| 3M | -20.2% | +31.8% | -52.0% | -26.3% |
| 6M | +76.5% | +20.4% | +56.1% | +67.7% |
| YTD | +198.9% | +14.7% | +184.2% | +182.3% |
| 1Y | +143.3% | +29.4% | +114.0% | +118.8% |
| All | +143.3% | +24.4% | +119.0% | +118.8% |
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