+528.6%
BTSG vs SUI
+8.5%
+520.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +4.4% | +3.0% | +1.3% | +3.9% |
| 30D | +8.5% | +5.6% | +2.9% | +7.6% |
| 3M | +10.8% | +0.9% | +9.8% | +10.5% |
| 6M | +26.1% | -2.6% | +28.7% | +26.2% |
| YTD | +84.6% | -0.1% | +84.8% | +83.1% |
| 1Y | +108.7% | -1.4% | +110.1% | +107.7% |
| All | +528.6% | +8.5% | +520.1% | +486.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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