+463.5%
BTSG vs UUUU
+99.0%
+364.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +2.9% | +1.8% | +1.1% | +2.7% |
| 30D | +0.9% | +1.8% | -0.9% | +0.5% |
| 3M | +1.6% | +1.3% | +0.4% | +0.9% |
| 6M | +46.8% | -26.8% | +73.6% | +48.8% |
| YTD | +65.5% | +0.1% | +65.5% | +61.5% |
| 1Y | +136.2% | +11.2% | +125.0% | +123.3% |
| All | +463.5% | +99.0% | +364.5% | +373.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling