+136.2%
BTSG vs EXR
-2.8%
+139.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.6% |
| 7D | +2.9% | -3.1% | +6.0% | +3.3% |
| 30D | +0.9% | -7.5% | +8.4% | +1.7% |
| 3M | +1.6% | -7.5% | +9.1% | +2.2% |
| 6M | +46.8% | -5.2% | +52.0% | +45.8% |
| YTD | +65.5% | +6.5% | +59.0% | +60.7% |
| 1Y | +136.2% | -2.0% | +138.3% | +130.2% |
| All | +136.2% | -2.8% | +139.1% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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