+426.2%
BTSG vs FND
-56.8%
+483.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.5% | -5.1% | -6.4% |
| 7D | -5.8% | -5.1% | -0.7% | -5.0% |
| 30D | 0.0% | -22.5% | +22.5% | +4.3% |
| 3M | -4.5% | -5.0% | +0.5% | -4.5% |
| 6M | +40.0% | -21.5% | +61.5% | +44.2% |
| YTD | +54.6% | -23.0% | +77.6% | +58.2% |
| 1Y | +106.1% | -44.9% | +151.0% | +124.7% |
| All | +426.2% | -56.8% | +483.0% | +489.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling