-15.5%
BTDR vs GEN
+3.4%
-18.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.7% | -7.2% | -6.6% |
| 7D | -3.2% | -4.3% | +1.2% | -2.4% |
| 30D | +32.7% | +3.8% | +28.9% | +31.6% |
| 3M | -28.4% | +22.3% | -50.7% | -32.4% |
| 6M | +51.7% | +39.0% | +12.8% | +35.9% |
| YTD | +2.9% | +11.9% | -9.0% | -8.0% |
| 1Y | -15.5% | +4.5% | -20.0% | -24.1% |
| All | -15.5% | +3.4% | -18.9% | -24.1% |
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