+8,532.0%
STX vs BTG
+392.0%
+8,140.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.8% | +6.5% |
| 7D | +2.4% | -0.9% | +3.2% | +2.4% |
| 30D | +1.4% | +36.8% | -35.4% | -1.7% |
| 3M | -8.2% | +23.1% | -31.3% | -10.2% |
| 6M | +127.0% | +3.5% | +123.6% | +124.7% |
| YTD | +209.1% | +25.5% | +183.7% | +200.7% |
| 1Y | +365.4% | +40.1% | +325.3% | +347.9% |
| 3Y | +1,135.4% | +101.1% | +1,034.3% | +1,042.2% |
| 5Y | +991.5% | +70.6% | +920.9% | +912.0% |
| 10Y | +3,695.8% | +152.1% | +3,543.7% | +3,198.0% |
| All | +8,532.0% | +392.0% | +8,140.0% | +5,899.4% |
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