-16.1%
TEAM vs BTG
+93.4%
-109.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.3% | +1.6% |
| 7D | -7.8% | -5.8% | -2.0% | -6.9% |
| 30D | +16.5% | +5.7% | +10.8% | +15.4% |
| 3M | +96.2% | +38.1% | +58.0% | +88.1% |
| 6M | +130.2% | +0.3% | +129.9% | +124.8% |
| YTD | +10.7% | +19.9% | -9.2% | +5.4% |
| 1Y | +3.0% | +24.6% | -21.6% | -4.0% |
| All | -16.1% | +93.4% | -109.5% | -28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling