+3.0%
TEAM vs BTSG
+119.4%
-116.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.6% | +7.7% | +2.1% |
| 7D | -7.8% | -5.8% | -2.0% | -7.0% |
| 30D | +16.5% | 0.0% | +16.6% | +16.2% |
| 3M | +96.2% | -4.5% | +100.6% | +90.8% |
| 6M | +130.2% | +40.0% | +90.2% | +102.1% |
| YTD | +10.7% | +54.6% | -43.8% | -4.9% |
| 1Y | +3.0% | +106.1% | -103.1% | -16.5% |
| All | +3.0% | +119.4% | -116.4% | -16.5% |
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