+365.4%
STX vs BTG
+38.4%
+327.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.8% | +6.6% |
| 7D | +2.4% | -0.9% | +3.2% | +2.4% |
| 30D | +1.4% | +36.8% | -35.4% | -6.2% |
| 3M | -8.2% | +23.1% | -31.3% | -12.8% |
| 6M | +127.0% | +3.5% | +123.6% | +123.8% |
| YTD | +209.1% | +25.5% | +183.7% | +188.6% |
| 1Y | +365.4% | +40.1% | +325.3% | +335.1% |
| All | +365.4% | +38.4% | +327.0% | +335.1% |
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 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