+433.9%
BTSG vs RVTY
+13.1%
+420.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +0.7% |
| 7D | -3.3% | -4.5% | +1.2% | -2.1% |
| 30D | -1.6% | +5.5% | -7.0% | -3.0% |
| 3M | -6.9% | +22.5% | -29.4% | -12.0% |
| 6M | +42.1% | +38.9% | +3.2% | +29.3% |
| YTD | +56.8% | +28.7% | +28.1% | +45.0% |
| 1Y | +109.8% | +45.5% | +64.3% | +87.5% |
| All | +433.9% | +13.1% | +420.8% | +391.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling