+463.5%
BTSG vs WCC
+108.5%
+355.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.5% |
| 7D | +2.9% | +6.8% | -3.9% | +0.9% |
| 30D | +0.9% | -3.0% | +3.9% | +1.6% |
| 3M | +1.6% | +0.2% | +1.4% | +0.9% |
| 6M | +46.8% | +33.2% | +13.6% | +33.3% |
| YTD | +65.5% | +45.8% | +19.7% | +46.3% |
| 1Y | +136.2% | +68.4% | +67.9% | +99.3% |
| All | +463.5% | +108.5% | +355.0% | +334.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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