+319.1%
DELL vs BTSG
+152.4%
+166.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.0% |
| 7D | +14.9% | +2.7% | +12.2% | +13.7% |
| 30D | +13.3% | -3.6% | +16.9% | +14.9% |
| 3M | +24.4% | +5.8% | +18.6% | +19.1% |
| 6M | +258.0% | +44.7% | +213.3% | +199.0% |
| YTD | +320.2% | +62.2% | +258.0% | +235.9% |
| 1Y | +319.1% | +152.1% | +167.0% | +182.5% |
| All | +319.1% | +152.4% | +166.6% | +182.5% |
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