+26.7%
Q vs BTG
+13.0%
+13.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +2.1% |
| 7D | +0.2% | -0.9% | +1.1% | +0.4% |
| 30D | -11.1% | +36.8% | -48.0% | -19.5% |
| 3M | -22.1% | +23.1% | -45.2% | -27.3% |
| 6M | +0.5% | +3.5% | -3.0% | -2.3% |
| YTD | +47.8% | +25.5% | +22.3% | +40.6% |
| All | +26.7% | +13.0% | +13.8% | +19.4% |
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