+468.7%
BTSG vs DAR
+50.9%
+417.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.9% | +0.1% | +2.6% |
| 7D | +5.7% | -0.9% | +6.6% | +5.9% |
| 30D | +0.2% | +13.0% | -12.8% | -1.6% |
| 3M | +5.6% | +15.0% | -9.4% | +3.3% |
| 6M | +50.8% | +26.8% | +23.9% | +44.9% |
| YTD | +67.0% | +86.4% | -19.4% | +51.2% |
| 1Y | +145.5% | +115.1% | +30.4% | +116.4% |
| All | +468.7% | +50.9% | +417.9% | +411.9% |
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