+33.1%
URI vs BTSG
+106.9%
-73.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.0% | +3.9% | +6.3% |
| 7D | -4.0% | +4.4% | -8.4% | -4.6% |
| 30D | +6.8% | +8.5% | -1.7% | +5.5% |
| 3M | -2.8% | +10.8% | -13.6% | -4.6% |
| 6M | +20.9% | +26.1% | -5.3% | +13.7% |
| YTD | +40.2% | +84.6% | -44.4% | +18.4% |
| All | +33.1% | +106.9% | -73.7% | +7.7% |
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