+106.0%
BTSG vs LII
-28.3%
+134.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.2% | +0.8% | +2.5% |
| 7D | +4.4% | -1.2% | +5.5% | +4.6% |
| 30D | +8.5% | -2.0% | +10.4% | +8.5% |
| 3M | +10.8% | -20.2% | +31.0% | +16.9% |
| 6M | +26.1% | -32.5% | +58.7% | +37.6% |
| YTD | +84.6% | -27.4% | +112.0% | +89.9% |
| All | +106.0% | -28.3% | +134.3% | +111.8% |
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