+152.1%
BTSG vs HBM
+123.0%
+29.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | +2.7% | -6.4% | +9.1% | +3.6% |
| 30D | -3.6% | +5.9% | -9.5% | -4.7% |
| 3M | +5.8% | -8.9% | +14.7% | +6.1% |
| 6M | +44.7% | +10.7% | +34.1% | +38.6% |
| YTD | +62.2% | +38.3% | +23.9% | +48.7% |
| 1Y | +152.1% | +121.3% | +30.8% | +108.7% |
| All | +152.1% | +123.0% | +29.1% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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