+547.4%
BTSG vs IBN
+46.8%
+500.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +6.0% | +1.9% | +4.2% | +5.5% |
| 30D | +12.4% | +22.1% | -9.7% | +5.2% |
| 3M | +18.2% | +17.1% | +1.1% | +12.0% |
| 6M | +26.0% | +35.5% | -9.5% | +13.9% |
| YTD | +90.1% | +16.8% | +73.3% | +79.2% |
| 1Y | +124.3% | +12.4% | +111.9% | +113.5% |
| All | +547.4% | +46.8% | +500.6% | +483.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling