+426.2%
BTSG vs TRI
-31.6%
+457.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.3% | -5.3% | -6.6% |
| 7D | -5.8% | -14.4% | +8.6% | -5.3% |
| 30D | 0.0% | -8.1% | +8.1% | +0.2% |
| 3M | -4.5% | +17.5% | -22.0% | -5.7% |
| 6M | +40.0% | -5.0% | +45.0% | +42.4% |
| YTD | +54.6% | -24.7% | +79.3% | +65.5% |
| 1Y | +106.1% | -41.5% | +147.6% | +134.4% |
| All | +426.2% | -31.6% | +457.8% | +443.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling