+106.1%
BTSG vs BEN
+43.6%
+62.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.3% | -5.3% | -6.3% |
| 7D | -5.8% | +0.3% | -6.1% | -5.8% |
| 30D | 0.0% | +0.9% | -0.9% | -0.3% |
| 3M | -4.5% | +9.2% | -13.7% | -7.0% |
| 6M | +40.0% | +36.8% | +3.2% | +23.7% |
| YTD | +54.6% | +44.4% | +10.2% | +31.6% |
| 1Y | +106.1% | +45.8% | +60.3% | +68.6% |
| All | +106.1% | +43.6% | +62.5% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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