-39.5%
TEAM vs BTSG
+493.4%
-532.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -2.4% | +6.0% | -8.4% | -4.0% |
| 30D | -26.7% | +12.4% | -39.1% | -29.4% |
| 3M | -9.6% | +18.2% | -27.9% | -14.6% |
| 6M | +86.0% | +26.0% | +60.0% | +67.3% |
| YTD | -7.5% | +90.1% | -97.6% | -28.4% |
| 1Y | -1.4% | +124.3% | -125.6% | -28.2% |
| All | -39.5% | +493.4% | -532.9% | -72.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling