+549.5%
BTSG vs SUI
+5.9%
+543.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.5% |
| 7D | +8.5% | -3.8% | +12.3% | +9.0% |
| 30D | +14.0% | +3.9% | +10.1% | +13.3% |
| 3M | +19.7% | +0.2% | +19.5% | +19.5% |
| 6M | +28.7% | -4.2% | +32.9% | +29.0% |
| YTD | +90.8% | -2.5% | +93.3% | +89.7% |
| 1Y | +112.4% | -4.0% | +116.4% | +112.1% |
| All | +549.5% | +5.9% | +543.6% | +508.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling