+957.1%
WDC vs BTG
+75.0%
+882.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.9% | -1.5% | -3.8% |
| 7D | +4.4% | -5.5% | +9.9% | +5.7% |
| 30D | +5.3% | +6.1% | -0.8% | +3.5% |
| 3M | -5.9% | +38.6% | -44.6% | -14.0% |
| 6M | +73.2% | +0.7% | +72.6% | +69.7% |
| YTD | +167.8% | +20.3% | +147.5% | +151.3% |
| 1Y | +386.0% | +25.0% | +360.9% | +347.4% |
| 3Y | +1,309.7% | +97.3% | +1,212.4% | +1,031.5% |
| 5Y | +957.1% | +78.3% | +878.8% | +744.6% |
| All | +957.1% | +75.0% | +882.1% | +744.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling