+426.2%
BTSG vs UUUU
+86.5%
+339.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -6.3% | -0.3% | -6.0% |
| 7D | -5.8% | -5.0% | -0.8% | -5.3% |
| 30D | 0.0% | -7.8% | +7.8% | +0.6% |
| 3M | -4.5% | -0.4% | -4.0% | -4.9% |
| 6M | +40.0% | -32.9% | +72.9% | +43.0% |
| YTD | +54.6% | -6.3% | +60.8% | +51.7% |
| 1Y | +106.1% | +7.9% | +98.2% | +95.4% |
| All | +426.2% | +86.5% | +339.7% | +344.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling