+426.2%
BTSG vs PSLV
+173.1%
+253.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -5.3% | -1.3% | -6.0% |
| 7D | -5.8% | -4.9% | -0.9% | -5.2% |
| 30D | 0.0% | -1.9% | +1.9% | +0.2% |
| 3M | -4.5% | +4.2% | -8.7% | -5.1% |
| 6M | +40.0% | -27.6% | +67.6% | +43.2% |
| YTD | +54.6% | -11.7% | +66.2% | +54.5% |
| 1Y | +106.1% | +49.3% | +56.8% | +95.7% |
| All | +426.2% | +173.1% | +253.1% | +396.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 all: compounded portfolio wealth divided by compounded PSLV 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…
all analysis · Full analysis span regression · 6 months rolling