+24.3%
W vs BTG
+24.4%
-0.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +8.7% | +2.3% | +8.6% |
| 7D | +8.4% | -0.2% | +8.6% | +8.3% |
| 30D | +16.5% | -0.8% | +17.3% | +16.3% |
| 3M | +6.4% | +31.8% | -25.4% | -1.9% |
| 6M | +90.5% | +20.4% | +70.1% | +78.8% |
| YTD | +23.1% | +14.7% | +8.3% | +13.4% |
| 1Y | +24.3% | +29.4% | -5.1% | +6.4% |
| All | +24.3% | +24.4% | -0.1% | +6.4% |
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