+740.1%
TEAM vs BTG
+459.6%
+280.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.9% | -4.1% | -6.7% |
| 7D | -5.7% | +4.8% | -10.5% | -6.0% |
| 30D | +18.3% | +8.3% | +10.0% | +17.6% |
| 3M | +80.2% | +32.3% | +47.9% | +76.6% |
| 6M | +111.0% | +3.0% | +108.0% | +108.9% |
| YTD | +8.8% | +21.9% | -13.1% | +6.3% |
| 1Y | +2.2% | +28.2% | -26.0% | -1.0% |
| 3Y | -14.6% | +99.9% | -114.5% | -20.2% |
| 5Y | -53.8% | +73.6% | -127.3% | -56.5% |
| 10Y | +475.2% | +136.5% | +338.7% | +466.2% |
| All | +740.1% | +459.6% | +280.5% | +801.2% |
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