+463.5%
BTSG vs WPM
+240.9%
+222.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.1% |
| 7D | +2.9% | +3.9% | -1.0% | +2.3% |
| 30D | +0.9% | +17.7% | -16.8% | -2.1% |
| 3M | +1.6% | +39.4% | -37.8% | -4.4% |
| 6M | +46.8% | +6.4% | +40.4% | +43.0% |
| YTD | +65.5% | +34.0% | +31.5% | +55.6% |
| 1Y | +136.2% | +50.5% | +85.7% | +117.8% |
| All | +463.5% | +240.9% | +222.6% | +367.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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