+65.9%
AAPL vs BTSG
+416.6%
-350.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | -3.0% | +2.9% | -5.8% | -3.2% |
| 30D | +2.3% | +0.9% | +1.4% | +2.1% |
| 3M | +8.6% | +1.6% | +7.0% | +8.6% |
| 6M | +21.6% | +46.8% | -25.2% | +17.9% |
| YTD | +16.3% | +65.5% | -49.2% | +11.8% |
| 1Y | +35.1% | +136.2% | -101.2% | +26.6% |
| All | +65.9% | +416.6% | -350.7% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling