+136.2%
BTSG vs ACWI
+20.9%
+115.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +0.9% | -0.6% | +1.5% | +1.6% |
| 3M | +1.6% | +4.3% | -2.6% | -3.7% |
| 6M | +46.8% | +12.7% | +34.1% | +24.0% |
| YTD | +65.5% | +13.9% | +51.6% | +37.8% |
| 1Y | +136.2% | +20.5% | +115.7% | +74.4% |
| All | +136.2% | +20.9% | +115.4% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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