+117.9%
BTSG vs URA
-32.2%
+150.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | +17.4% | -10.5% | +27.9% | +19.7% |
| 30D | +12.6% | -18.6% | +31.2% | +17.0% |
| 3M | +11.2% | -23.0% | +34.2% | +16.6% |
| 6M | +30.4% | -40.3% | +70.7% | +42.8% |
| YTD | +86.4% | -23.5% | +109.9% | +90.4% |
| 1Y | +117.9% | -31.1% | +149.0% | +125.2% |
| All | +117.9% | -32.2% | +150.1% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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