+510.5%
BTSG vs PCOR
+7.6%
+502.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.3% | +2.0% |
| 7D | +0.4% | +22.7% | -22.3% | -4.5% |
| 30D | +5.3% | +37.5% | -32.2% | -2.6% |
| 3M | +10.8% | +35.2% | -24.4% | +2.4% |
| 6M | +27.3% | +42.2% | -14.9% | +15.3% |
| YTD | +79.3% | +3.6% | +75.7% | +77.8% |
| 1Y | +106.0% | -4.8% | +110.7% | +110.1% |
| All | +510.5% | +7.6% | +502.8% | +475.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 3y: compounded portfolio wealth divided by compounded PCOR 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…
3y analysis · Full analysis span regression · 6 months rolling