+117.9%
BTSG vs DAR
+63.3%
+54.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.1% |
| 7D | +17.4% | -5.7% | +23.1% | +18.0% |
| 30D | +12.6% | -16.6% | +29.2% | +14.2% |
| 3M | +11.2% | -13.1% | +24.3% | +12.4% |
| 6M | +30.4% | -18.8% | +49.1% | +32.9% |
| YTD | +86.4% | +45.3% | +41.1% | +71.9% |
| 1Y | +117.9% | +60.6% | +57.3% | +96.7% |
| All | +117.9% | +63.3% | +54.6% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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