+9.9%
BTDR vs GEN
+57.7%
-47.9%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +5.1% | +3.8% |
| 7D | +22.4% | -0.7% | +23.1% | +22.9% |
| 30D | +16.5% | +2.6% | +13.8% | +14.4% |
| 3M | -31.5% | +15.8% | -47.3% | -38.1% |
| 6M | +74.0% | +33.1% | +40.9% | +40.9% |
| YTD | +13.0% | +11.3% | +1.7% | +4.6% |
| 1Y | -0.2% | +1.7% | -1.9% | -2.0% |
| 3Y | +9.9% | +58.1% | -48.3% | +0.5% |
| All | +9.9% | +57.7% | -47.9% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling