+152.1%
BTSG vs FND
-36.4%
+188.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.4% |
| 7D | +2.7% | -5.2% | +7.9% | +3.4% |
| 30D | -3.6% | -19.9% | +16.2% | -0.9% |
| 3M | +5.8% | +2.7% | +3.1% | +4.4% |
| 6M | +44.7% | -21.7% | +66.4% | +46.1% |
| YTD | +62.2% | -17.5% | +79.7% | +59.9% |
| 1Y | +152.1% | -39.3% | +191.4% | +153.6% |
| All | +152.1% | -36.4% | +188.4% | +153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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