+547.4%
BTSG vs BEN
+51.8%
+495.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.5% |
| 7D | +6.0% | +6.8% | -0.7% | +3.5% |
| 30D | +12.4% | +18.0% | -5.6% | +5.6% |
| 3M | +18.2% | +7.5% | +10.8% | +14.9% |
| 6M | +26.0% | +14.7% | +11.3% | +18.8% |
| YTD | +90.1% | +56.1% | +34.1% | +55.6% |
| 1Y | +124.3% | +69.6% | +54.7% | +77.0% |
| All | +547.4% | +51.8% | +495.5% | +399.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling