+528.6%
BTSG vs ARWR
+46.2%
+482.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -15.3% | +18.3% | +5.1% |
| 7D | +4.4% | -17.3% | +21.7% | +6.9% |
| 30D | +8.5% | -21.5% | +30.0% | +11.9% |
| 3M | +10.8% | -43.8% | +54.6% | +19.6% |
| 6M | +26.1% | -32.3% | +58.4% | +31.9% |
| YTD | +84.6% | -25.8% | +110.5% | +89.5% |
| 1Y | +108.7% | +25.5% | +83.1% | +96.3% |
| All | +528.6% | +46.2% | +482.4% | +413.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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