+109.8%
BTSG vs TXT
0.0%
+109.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +0.6% |
| 7D | -3.3% | +2.5% | -5.8% | -4.1% |
| 30D | -1.6% | -8.9% | +7.3% | +1.5% |
| 3M | -6.9% | -13.6% | +6.7% | -3.0% |
| 6M | +42.1% | -13.1% | +55.2% | +47.0% |
| YTD | +56.8% | -7.0% | +63.8% | +57.6% |
| 1Y | +109.8% | -1.4% | +111.2% | +102.0% |
| All | +109.8% | 0.0% | +109.8% | +102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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