+338.3%
SU vs BTG
+78.0%
+260.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +2.2% | -3.8% | +6.0% | +2.8% |
| 30D | +8.4% | +3.6% | +4.8% | +7.6% |
| 3M | +12.1% | +32.0% | -19.9% | +6.5% |
| 6M | +19.7% | +3.4% | +16.3% | +17.6% |
| YTD | +58.4% | +20.8% | +37.6% | +49.0% |
| 1Y | +67.2% | +22.4% | +44.8% | +54.7% |
| 3Y | +125.0% | +91.7% | +33.3% | +77.8% |
| All | +338.3% | +78.0% | +260.3% | +261.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling