+433.9%
BTSG vs MDY
+38.3%
+395.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.6% |
| 7D | -3.3% | -1.9% | -1.4% | -1.3% |
| 30D | -1.6% | -4.6% | +3.1% | +3.6% |
| 3M | -6.9% | -1.2% | -5.7% | -5.4% |
| 6M | +42.1% | +9.2% | +32.9% | +30.1% |
| YTD | +56.8% | +13.1% | +43.8% | +38.7% |
| 1Y | +109.8% | +13.0% | +96.8% | +85.9% |
| All | +433.9% | +38.3% | +395.6% | +325.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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