+109.8%
BTSG vs GRMN
+21.0%
+88.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.8% | -2.4% | +0.5% |
| 7D | -3.3% | +2.0% | -5.3% | -3.8% |
| 30D | -1.6% | -8.8% | +7.2% | +0.6% |
| 3M | -6.9% | +19.0% | -25.9% | -11.2% |
| 6M | +42.1% | +20.7% | +21.4% | +33.9% |
| YTD | +56.8% | +40.5% | +16.3% | +38.4% |
| 1Y | +109.8% | +19.1% | +90.7% | +88.4% |
| All | +109.8% | +21.0% | +88.8% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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