+24.4%
GH vs BTG
+78.0%
-53.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | -2.5% | -3.8% | +1.3% | -1.5% |
| 30D | -4.7% | +3.6% | -8.3% | -5.9% |
| 3M | +20.2% | +32.0% | -11.8% | +10.4% |
| 6M | +78.8% | +3.4% | +75.4% | +73.5% |
| YTD | +54.1% | +20.8% | +33.3% | +40.4% |
| 1Y | +177.1% | +22.4% | +154.7% | +149.2% |
| 3Y | +371.6% | +91.7% | +279.9% | +250.8% |
| All | +24.4% | +78.0% | -53.6% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling