+463.5%
BTSG vs A
+10.3%
+453.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.5% |
| 7D | +2.9% | -4.4% | +7.3% | +4.3% |
| 30D | +0.9% | -2.7% | +3.5% | +1.5% |
| 3M | +1.6% | +7.0% | -5.4% | -1.1% |
| 6M | +46.8% | +24.6% | +22.2% | +34.2% |
| YTD | +65.5% | +7.0% | +58.5% | +60.8% |
| 1Y | +136.2% | +15.6% | +120.7% | +122.7% |
| All | +463.5% | +10.3% | +453.2% | +408.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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