+29.7%
Q vs BTG
+9.7%
+19.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.9% | +5.2% | +3.1% |
| 7D | +6.7% | +4.8% | +1.9% | +5.2% |
| 30D | -10.6% | +8.3% | -19.0% | -12.9% |
| 3M | -14.6% | +32.3% | -46.9% | -22.4% |
| 6M | +12.1% | +3.0% | +9.1% | +9.1% |
| YTD | +51.3% | +21.9% | +29.3% | +45.0% |
| All | +29.7% | +9.7% | +19.9% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling