+145.5%
BTSG vs FGI
+93.1%
+52.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +3.0% |
| 7D | +5.7% | +5.2% | +0.6% | +5.7% |
| 30D | +0.2% | +65.2% | -65.0% | -0.7% |
| 3M | +5.6% | +30.2% | -24.5% | +4.9% |
| 6M | +50.8% | +87.8% | -37.0% | +48.1% |
| YTD | +67.0% | +32.5% | +34.6% | +65.1% |
| 1Y | +145.5% | +93.6% | +51.9% | +143.5% |
| All | +145.5% | +93.1% | +52.4% | +143.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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