+15.3%
BTDR vs GEN
+31.8%
-16.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.7% | -7.2% | -6.7% |
| 7D | -3.2% | -4.3% | +1.2% | -1.9% |
| 30D | +32.7% | +3.8% | +28.9% | +30.9% |
| 3M | -28.4% | +22.3% | -50.7% | -33.6% |
| 6M | +51.7% | +39.0% | +12.8% | +33.1% |
| YTD | +2.9% | +11.9% | -9.0% | -2.5% |
| 1Y | -15.5% | +4.5% | -20.0% | -18.2% |
| 3Y | 0.0% | +59.0% | -59.0% | -7.9% |
| 5Y | +16.5% | +22.0% | -5.5% | +8.2% |
| All | +15.3% | +31.8% | -16.5% | +6.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling