+12.8%
TEAM vs BTG
+38.4%
-25.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -2.4% |
| 7D | -0.4% | -0.9% | +0.4% | -0.3% |
| 30D | +67.3% | +36.8% | +30.5% | +59.5% |
| 3M | +86.8% | +23.1% | +63.7% | +77.1% |
| 6M | +146.8% | +3.5% | +143.3% | +132.8% |
| YTD | +16.9% | +25.5% | -8.6% | +11.4% |
| 1Y | +12.8% | +40.1% | -27.3% | +0.6% |
| All | +12.8% | +38.4% | -25.6% | +0.6% |
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