+74.3%
RVTY vs BTG
+24.4%
+49.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +8.7% | -11.2% | -3.6% |
| 7D | -3.6% | -0.2% | -3.4% | -3.5% |
| 30D | +1.4% | -0.8% | +2.1% | +1.4% |
| 3M | +43.2% | +31.8% | +11.4% | +36.9% |
| 6M | +84.5% | +20.4% | +64.1% | +78.2% |
| YTD | +65.2% | +14.7% | +50.5% | +56.6% |
| 1Y | +74.3% | +29.4% | +45.0% | +59.4% |
| All | +74.3% | +24.4% | +49.9% | +59.4% |
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