+133.0%
ASX vs BTSG
+116.8%
+16.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.8% | -1.6% | +1.6% |
| 7D | -9.1% | +3.8% | -12.9% | -9.9% |
| 30D | -23.6% | +13.7% | -37.3% | -26.2% |
| 3M | -5.6% | +18.0% | -23.6% | -10.5% |
| 6M | +4.7% | +32.2% | -27.5% | -6.7% |
| YTD | +122.6% | +93.6% | +29.0% | +74.6% |
| 1Y | +133.0% | +115.9% | +17.1% | +82.8% |
| All | +133.0% | +116.8% | +16.2% | +82.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling