-69.4%
BTDR vs GEN
+20.2%
-89.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +4.0% | -9.6% | -5.8% |
| 7D | -17.6% | +26.9% | -44.4% | -18.9% |
| 30D | -40.3% | +38.6% | -78.9% | -42.0% |
| 3M | -42.6% | +9.7% | -52.4% | -43.0% |
| 6M | -46.3% | +58.9% | -105.2% | -54.0% |
| YTD | -41.7% | +15.3% | -57.1% | -51.6% |
| 1Y | -69.4% | +21.8% | -91.2% | -73.0% |
| All | -69.4% | +20.2% | -89.6% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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