+23.7%
BBY vs BTSG
+152.4%
-128.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.4% |
| 7D | +9.5% | +2.7% | +6.8% | +9.0% |
| 30D | +6.8% | -3.6% | +10.5% | +7.4% |
| 3M | +28.9% | +5.8% | +23.0% | +25.5% |
| 6M | +37.8% | +44.7% | -6.9% | +25.0% |
| YTD | +38.7% | +62.2% | -23.4% | +20.4% |
| 1Y | +23.7% | +152.1% | -128.4% | -4.9% |
| All | +23.7% | +152.4% | -128.7% | -4.9% |
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