+190.6%
GD vs BTG
+139.8%
+50.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.7% |
| 7D | -3.5% | +4.8% | -8.3% | -3.7% |
| 30D | -9.0% | +8.3% | -17.4% | -9.4% |
| 3M | +5.1% | +32.3% | -27.2% | +3.5% |
| 6M | -1.0% | +3.0% | -4.0% | -1.6% |
| YTD | +7.3% | +21.9% | -14.6% | +5.7% |
| 1Y | +12.4% | +28.2% | -15.7% | +10.2% |
| 3Y | +73.7% | +99.9% | -26.2% | +66.0% |
| 5Y | +93.8% | +73.6% | +20.2% | +85.4% |
| 10Y | +190.6% | +136.5% | +54.1% | +175.7% |
| All | +190.6% | +139.8% | +50.8% | +175.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling