+74.8%
AAPL vs BTSG
+389.4%
-314.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.6% |
| 7D | +3.8% | -3.3% | +7.1% | +4.1% |
| 30D | +9.9% | -1.6% | +11.5% | +10.0% |
| 3M | +12.5% | -6.9% | +19.4% | +13.2% |
| 6M | +27.6% | +42.1% | -14.5% | +24.1% |
| YTD | +22.6% | +56.8% | -34.3% | +18.3% |
| 1Y | +45.0% | +109.8% | -64.8% | +37.2% |
| All | +74.8% | +389.4% | -314.6% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 10y: compounded portfolio wealth divided by compounded BTSG 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…
10y analysis · Full analysis span regression · 6 months rolling