+549.5%
BTSG vs WWD
+146.5%
+403.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.0% |
| 7D | +8.5% | +8.2% | +0.3% | +5.9% |
| 30D | +14.0% | -0.2% | +14.2% | +14.0% |
| 3M | +19.7% | -8.4% | +28.1% | +22.7% |
| 6M | +28.7% | -9.5% | +38.3% | +31.6% |
| YTD | +90.8% | +10.1% | +80.7% | +82.2% |
| 1Y | +112.4% | +21.6% | +90.8% | +95.5% |
| All | +549.5% | +146.5% | +403.0% | +422.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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