+426.2%
BTSG vs BEN
+40.5%
+385.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.3% | -5.3% | -6.1% |
| 7D | -5.8% | +0.3% | -6.1% | -5.9% |
| 30D | 0.0% | +0.9% | -0.9% | -0.4% |
| 3M | -4.5% | +9.2% | -13.7% | -8.1% |
| 6M | +40.0% | +36.8% | +3.2% | +21.6% |
| YTD | +54.6% | +44.4% | +10.2% | +30.4% |
| 1Y | +106.1% | +45.8% | +60.3% | +72.6% |
| All | +426.2% | +40.5% | +385.7% | +318.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling