+28.9%
UUUU vs BTG
+38.4%
-9.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.7% |
| 7D | -1.4% | -0.9% | -0.5% | -1.1% |
| 30D | +16.3% | +36.8% | -20.5% | -4.9% |
| 3M | -16.7% | +23.1% | -39.8% | -27.3% |
| 6M | -33.7% | +3.5% | -37.1% | -36.8% |
| YTD | -0.5% | +25.5% | -26.0% | -15.2% |
| 1Y | +28.9% | +40.1% | -11.2% | +20.2% |
| All | +28.9% | +38.4% | -9.5% | +20.2% |
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 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