+5,273.8%
STX vs BTG
+332.2%
+4,941.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -3.0% |
| 7D | +14.6% | -9.1% | +23.7% | +15.5% |
| 30D | -26.0% | -1.6% | -24.4% | -26.0% |
| 3M | -42.6% | -2.8% | -39.8% | -42.7% |
| 6M | -35.3% | -7.6% | -27.7% | -35.3% |
| YTD | +92.5% | +10.2% | +82.2% | +88.8% |
| 1Y | +102.4% | +21.3% | +81.1% | +97.0% |
| 3Y | +673.8% | +82.7% | +591.1% | +620.3% |
| 5Y | +463.1% | +30.8% | +432.2% | +432.0% |
| 10Y | +2,014.6% | +163.7% | +1,850.9% | +1,737.6% |
| All | +5,273.8% | +332.2% | +4,941.6% | +3,667.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling