+136.2%
BTSG vs LII
-33.3%
+169.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.3% |
| 7D | +2.9% | +0.5% | +2.4% | +2.7% |
| 30D | +0.9% | -11.2% | +12.1% | +4.0% |
| 3M | +1.6% | -28.8% | +30.4% | +10.0% |
| 6M | +46.8% | -26.9% | +73.7% | +55.7% |
| YTD | +65.5% | -22.2% | +87.7% | +71.2% |
| 1Y | +136.2% | -32.0% | +168.2% | +153.3% |
| All | +136.2% | -33.3% | +169.6% | +153.3% |
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