+143.3%
DELL vs BTSG
+111.7%
+31.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.1% | -8.8% | -8.8% |
| 7D | -24.6% | +17.4% | -42.0% | -29.0% |
| 30D | -32.5% | +12.6% | -45.1% | -35.3% |
| 3M | -20.2% | +11.2% | -31.4% | -23.3% |
| 6M | +76.5% | +30.4% | +46.1% | +54.7% |
| YTD | +198.9% | +86.4% | +112.5% | +128.3% |
| 1Y | +143.3% | +117.9% | +25.4% | +72.1% |
| All | +143.3% | +111.7% | +31.6% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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