+417.4%
WDC vs BTSG
+152.4%
+265.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +6.5% |
| 7D | +1.7% | +2.7% | -1.0% | +0.2% |
| 30D | -10.0% | -3.6% | -6.3% | -8.4% |
| 3M | -18.8% | +5.8% | -24.6% | -23.2% |
| 6M | +79.0% | +44.7% | +34.3% | +39.6% |
| YTD | +171.6% | +62.2% | +109.4% | +101.7% |
| 1Y | +417.4% | +152.1% | +265.3% | +249.7% |
| All | +417.4% | +152.4% | +265.0% | +249.7% |
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