+163.1%
GH vs BTG
+38.4%
+124.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | -0.1% | -0.9% | +0.8% | 0.0% |
| 30D | -1.1% | +36.8% | -37.9% | -6.9% |
| 3M | +21.3% | +23.1% | -1.8% | +15.7% |
| 6M | +73.5% | +3.5% | +70.1% | +68.6% |
| YTD | +58.0% | +25.5% | +32.5% | +45.9% |
| 1Y | +163.1% | +40.1% | +123.0% | +163.1% |
| All | +163.1% | +38.4% | +124.7% | +163.1% |
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