+51.3%
GEV vs BTG
+25.2%
+26.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.5% |
| 7D | +1.6% | -3.8% | +5.4% | +2.2% |
| 30D | -7.9% | +3.6% | -11.6% | -8.6% |
| 3M | +5.6% | +32.0% | -26.4% | 0.0% |
| 6M | +13.1% | +3.4% | +9.7% | +11.3% |
| YTD | +46.7% | +20.8% | +26.0% | +39.0% |
| 1Y | +51.3% | +22.4% | +28.9% | +34.8% |
| All | +51.3% | +25.2% | +26.1% | +34.8% |
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