+59.4%
IAG vs BTG
+24.4%
+35.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +8.7% | +1.5% | +2.6% |
| 7D | +1.1% | -0.2% | +1.3% | +1.4% |
| 30D | -5.3% | -0.8% | -4.5% | -4.4% |
| 3M | +18.0% | +31.8% | -13.8% | -7.6% |
| 6M | +7.1% | +20.4% | -13.3% | -9.6% |
| YTD | +5.9% | +14.7% | -8.8% | -9.4% |
| 1Y | +59.4% | +29.4% | +30.0% | +23.4% |
| All | +59.4% | +24.4% | +35.0% | +23.4% |
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