+96.7%
ELAN vs BTG
+94.8%
+1.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | -5.4% | -3.8% | -1.7% | -5.1% |
| 30D | +4.7% | +3.6% | +1.1% | +4.4% |
| 3M | -3.7% | +32.0% | -35.7% | -6.1% |
| 6M | -1.2% | +3.4% | -4.6% | -1.7% |
| YTD | +2.4% | +20.8% | -18.4% | +0.5% |
| 1Y | +23.4% | +22.4% | +1.0% | +20.1% |
| 3Y | +96.7% | +91.7% | +5.0% | +73.2% |
| All | +96.7% | +94.8% | +1.9% | +73.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling