+510.5%
BTSG vs EXPD
+45.9%
+464.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.2% | +2.5% |
| 7D | +0.4% | -7.2% | +7.5% | +2.4% |
| 30D | +5.3% | -3.3% | +8.5% | +6.2% |
| 3M | +10.8% | +3.4% | +7.4% | +9.8% |
| 6M | +27.3% | +22.7% | +4.6% | +20.8% |
| YTD | +79.3% | +24.5% | +54.8% | +69.0% |
| 1Y | +106.0% | +38.6% | +67.3% | +88.7% |
| All | +510.5% | +45.9% | +464.5% | +430.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling