+3,397.2%
SGI vs BTG
+378.0%
+3,019.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.4% | -0.2% |
| 7D | +9.3% | +4.8% | +4.5% | +8.9% |
| 30D | +6.9% | +8.3% | -1.5% | +6.2% |
| 3M | +2.8% | +32.3% | -29.5% | +0.3% |
| 6M | -12.6% | +3.0% | -15.6% | -13.4% |
| YTD | -21.5% | +21.9% | -43.4% | -23.4% |
| 1Y | -18.8% | +28.2% | -46.9% | -21.2% |
| 3Y | +60.8% | +99.9% | -39.1% | +48.9% |
| 5Y | +60.0% | +73.6% | -13.5% | +48.4% |
| 10Y | +267.8% | +136.5% | +131.3% | +229.0% |
| All | +3,397.2% | +378.0% | +3,019.3% | +2,151.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling