+145.5%
BTSG vs RACE
-15.2%
+160.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.1% |
| 7D | +5.7% | -1.0% | +6.8% | +5.8% |
| 30D | +0.2% | -1.5% | +1.7% | +0.2% |
| 3M | +5.6% | +15.5% | -9.8% | +4.1% |
| 6M | +50.8% | +17.3% | +33.5% | +47.8% |
| YTD | +67.0% | +11.1% | +55.9% | +64.1% |
| 1Y | +145.5% | -14.3% | +159.8% | +142.7% |
| All | +145.5% | -15.2% | +160.7% | +142.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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