-74.0%
UUUU vs BTG
+371.8%
-445.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.9% | -3.4% | -5.5% |
| 7D | -5.0% | -5.5% | +0.4% | -3.5% |
| 30D | -7.8% | +6.1% | -13.9% | -9.3% |
| 3M | -0.4% | +38.6% | -39.1% | -9.6% |
| 6M | -32.9% | +0.7% | -33.6% | -33.4% |
| YTD | -6.3% | +20.3% | -26.6% | -11.1% |
| 1Y | +7.9% | +25.0% | -17.1% | +1.2% |
| 3Y | +85.2% | +97.3% | -12.1% | +51.9% |
| 5Y | +97.0% | +78.3% | +18.6% | +67.7% |
| 10Y | +492.6% | +151.6% | +341.0% | +330.2% |
| All | -74.0% | +371.8% | -445.8% | -93.1% |
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 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