+117.9%
BTSG vs SIRI
+59.9%
+58.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.4% | -8.5% | -2.0% |
| 7D | +17.4% | +22.3% | -4.9% | +12.0% |
| 30D | +12.6% | +26.9% | -14.4% | +6.5% |
| 3M | +11.2% | +9.6% | +1.6% | +8.7% |
| 6M | +30.4% | +27.2% | +3.2% | +23.2% |
| YTD | +86.4% | +72.4% | +14.0% | +64.7% |
| 1Y | +117.9% | +59.9% | +58.0% | +95.1% |
| All | +117.9% | +59.9% | +58.1% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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