+124.3%
BTSG vs LII
-26.1%
+150.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.6% |
| 7D | +6.0% | +2.9% | +3.1% | +5.4% |
| 30D | +12.4% | +0.9% | +11.5% | +11.6% |
| 3M | +18.2% | -15.5% | +33.8% | +23.0% |
| 6M | +26.0% | -30.2% | +56.2% | +36.2% |
| YTD | +90.1% | -26.8% | +117.0% | +95.5% |
| 1Y | +124.3% | -25.3% | +149.6% | +128.2% |
| All | +124.3% | -26.1% | +150.4% | +128.2% |
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