+372.2%
BTSGU vs SPY
+60.1%
+312.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.0% |
| 7D | -3.3% | -2.0% | -1.4% | -1.7% |
| 30D | +1.5% | -1.7% | +3.2% | +3.0% |
| 3M | -3.7% | +4.7% | -8.4% | -7.3% |
| 6M | +40.6% | +12.5% | +28.1% | +27.2% |
| YTD | +55.5% | +11.7% | +43.8% | +41.7% |
| 1Y | +104.9% | +17.5% | +87.4% | +80.0% |
| All | +372.2% | +60.1% | +312.1% | +268.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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