+560.2%
BTSG vs DAR
+21.8%
+538.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | -0.5% |
| 7D | +4.0% | +3.6% | +0.4% | +3.5% |
| 30D | +15.3% | -11.3% | +26.5% | +17.0% |
| 3M | +25.4% | -13.1% | +38.6% | +27.5% |
| 6M | +31.9% | -15.1% | +47.0% | +34.3% |
| YTD | +93.9% | +50.5% | +43.4% | +80.4% |
| 1Y | +114.2% | +57.9% | +56.2% | +97.5% |
| All | +560.2% | +21.8% | +538.4% | +510.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling