+109.8%
BTSG vs QID
-34.8%
+144.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +0.7% |
| 7D | -3.3% | +1.3% | -4.6% | -2.7% |
| 30D | -1.6% | +2.9% | -4.5% | -0.1% |
| 3M | -6.9% | -0.7% | -6.2% | -6.1% |
| 6M | +42.1% | -29.7% | +71.8% | +19.9% |
| YTD | +56.8% | -27.9% | +84.7% | +35.2% |
| 1Y | +109.8% | -34.6% | +144.4% | +72.8% |
| All | +109.8% | -34.8% | +144.6% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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