+109.8%
BTSG vs SIRI
+28.0%
+81.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.3% |
| 7D | -3.3% | +0.6% | -3.8% | -3.4% |
| 30D | -1.6% | +2.5% | -4.1% | -2.2% |
| 3M | -6.9% | +6.6% | -13.5% | -8.0% |
| 6M | +42.1% | +32.9% | +9.2% | +34.9% |
| YTD | +56.8% | +50.5% | +6.4% | +45.9% |
| 1Y | +109.8% | +28.0% | +81.9% | +108.5% |
| All | +109.8% | +28.0% | +81.8% | +108.5% |
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