+468.7%
BTSG vs RRC
+45.0%
+423.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | +5.7% | -1.2% | +6.9% | +6.0% |
| 30D | +0.2% | +9.4% | -9.2% | -1.3% |
| 3M | +5.6% | +7.4% | -1.8% | +4.0% |
| 6M | +50.8% | +1.5% | +49.3% | +49.6% |
| YTD | +67.0% | +19.4% | +47.7% | +58.6% |
| 1Y | +145.5% | +24.2% | +121.3% | +129.6% |
| All | +468.7% | +45.0% | +423.7% | +421.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling