+325.3%
STX vs BTG
+25.2%
+300.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.8% |
| 7D | -2.3% | -3.8% | +1.5% | -1.6% |
| 30D | -5.5% | +3.6% | -9.1% | -6.5% |
| 3M | -4.3% | +32.0% | -36.3% | -11.1% |
| 6M | +115.6% | +3.4% | +112.3% | +111.9% |
| YTD | +202.2% | +20.8% | +181.4% | +184.1% |
| 1Y | +325.3% | +22.4% | +302.9% | +288.7% |
| All | +325.3% | +25.2% | +300.1% | +288.7% |
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