+117.9%
BTSG vs LII
-26.0%
+143.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -0.8% |
| 7D | +17.4% | +7.9% | +9.5% | +15.3% |
| 30D | +12.6% | -0.6% | +13.2% | +12.3% |
| 3M | +11.2% | -19.3% | +30.5% | +17.1% |
| 6M | +30.4% | -29.8% | +60.2% | +40.7% |
| YTD | +86.4% | -25.4% | +111.8% | +90.9% |
| 1Y | +117.9% | -26.2% | +144.1% | +124.4% |
| All | +117.9% | -26.0% | +143.9% | +124.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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