+433.9%
BTSG vs UUUU
+77.2%
+356.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +1.9% |
| 7D | -3.3% | -10.5% | +7.2% | -2.3% |
| 30D | -1.6% | -10.5% | +8.9% | -0.7% |
| 3M | -6.9% | -14.1% | +7.2% | -6.1% |
| 6M | +42.1% | -35.5% | +77.6% | +45.7% |
| YTD | +56.8% | -10.9% | +67.8% | +54.7% |
| 1Y | +109.8% | +3.4% | +106.5% | +99.6% |
| All | +433.9% | +77.2% | +356.8% | +353.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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