-8.1%
WU vs BTG
+38.4%
-46.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -1.0% |
| 7D | -0.8% | -0.9% | +0.1% | -0.9% |
| 30D | -1.1% | +36.8% | -37.9% | -1.1% |
| 3M | -3.9% | +23.1% | -27.0% | -4.1% |
| 6M | -20.7% | +3.5% | -24.1% | -21.0% |
| YTD | -18.4% | +25.5% | -43.9% | -18.1% |
| 1Y | -8.1% | +40.1% | -48.2% | -10.1% |
| All | -8.1% | +38.4% | -46.4% | -10.1% |
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 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