+112.4%
BTSG vs RRC
+35.0%
+77.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.7% |
| 7D | +8.5% | +2.5% | +6.0% | +8.7% |
| 30D | +14.0% | +21.1% | -7.1% | +17.2% |
| 3M | +19.7% | +28.4% | -8.7% | +23.8% |
| 6M | +28.7% | +26.5% | +2.3% | +33.9% |
| YTD | +90.8% | +47.0% | +43.8% | +96.7% |
| 1Y | +112.4% | +35.2% | +77.2% | +123.3% |
| All | +112.4% | +35.0% | +77.4% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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