+152.1%
BTSG vs WY
-5.4%
+157.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.2% |
| 7D | +2.7% | -2.6% | +5.3% | +2.4% |
| 30D | -3.6% | -10.9% | +7.3% | -5.1% |
| 3M | +5.8% | -6.0% | +11.8% | +6.3% |
| 6M | +44.7% | -5.6% | +50.4% | +44.5% |
| YTD | +62.2% | -1.1% | +63.3% | +61.4% |
| 1Y | +152.1% | -7.5% | +159.6% | +155.0% |
| All | +152.1% | -5.4% | +157.5% | +155.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling