+117.9%
BTSG vs EXPD
+53.8%
+64.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.2% | +0.8% |
| 7D | +17.4% | +0.3% | +17.1% | +17.3% |
| 30D | +12.6% | +1.8% | +10.7% | +12.1% |
| 3M | +11.2% | +8.9% | +2.3% | +8.7% |
| 6M | +30.4% | +42.2% | -11.9% | +19.0% |
| YTD | +86.4% | +33.4% | +53.0% | +70.5% |
| 1Y | +117.9% | +47.2% | +70.7% | +86.7% |
| All | +117.9% | +53.8% | +64.1% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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