+358.3%
DELL vs BTG
+25.2%
+333.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.4% | +11.6% | +11.9% |
| 7D | +8.2% | -3.8% | +12.0% | +9.4% |
| 30D | +17.1% | +3.6% | +13.5% | +16.1% |
| 3M | +45.2% | +32.0% | +13.1% | +34.1% |
| 6M | +286.8% | +3.4% | +283.4% | +277.0% |
| YTD | +354.8% | +20.8% | +334.0% | +328.7% |
| 1Y | +358.3% | +22.4% | +335.8% | +297.3% |
| All | +358.3% | +25.2% | +333.0% | +297.3% |
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