+117.9%
BTSG vs TRI
-22.4%
+140.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.5% | +0.3% |
| 7D | +17.4% | +1.0% | +16.4% | +17.4% |
| 30D | +12.6% | +20.8% | -8.2% | +13.5% |
| 3M | +11.2% | +8.1% | +3.1% | +11.6% |
| 6M | +30.4% | +24.2% | +6.2% | +34.1% |
| YTD | +86.4% | -7.8% | +94.2% | +102.7% |
| 1Y | +117.9% | -16.7% | +134.6% | +139.1% |
| All | +117.9% | -22.4% | +140.4% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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