+109.8%
BTSG vs TROW
+4.9%
+104.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.6% | +2.2% |
| 7D | -3.3% | -3.2% | -0.1% | -1.3% |
| 30D | -1.6% | -4.6% | +3.0% | +1.4% |
| 3M | -6.9% | -0.7% | -6.2% | -4.6% |
| 6M | +42.1% | +22.2% | +19.9% | +27.5% |
| YTD | +56.8% | +6.6% | +50.2% | +52.9% |
| 1Y | +109.8% | +5.8% | +104.0% | +104.1% |
| All | +109.8% | +4.9% | +104.9% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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