+494.4%
TEAM vs BTG
+159.3%
+335.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -5.2% | -3.8% | -1.5% | -4.8% |
| 30D | +15.8% | +3.6% | +12.1% | +15.2% |
| 3M | +101.5% | +32.0% | +69.4% | +96.0% |
| 6M | +138.2% | +3.4% | +134.8% | +135.1% |
| YTD | +10.8% | +20.8% | -10.0% | +7.4% |
| 1Y | +1.7% | +22.4% | -20.7% | -2.2% |
| 3Y | -16.0% | +91.7% | -107.8% | -23.6% |
| 5Y | -52.7% | +79.0% | -131.7% | -56.8% |
| All | +494.4% | +159.3% | +335.2% | +469.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling