+24.7%
BTDR vs GEN
+20.0%
+4.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | +14.8% | -2.9% | +17.7% | +15.9% |
| 30D | +41.8% | +2.1% | +39.8% | +40.7% |
| 3M | -29.2% | +19.7% | -48.9% | -33.9% |
| 6M | +66.2% | +33.3% | +32.9% | +47.7% |
| YTD | +10.0% | +11.1% | -1.1% | +4.5% |
| 1Y | -11.0% | +3.0% | -14.0% | -13.5% |
| 3Y | +6.9% | +57.9% | -50.9% | -1.3% |
| 5Y | +24.7% | +20.6% | +4.1% | +16.0% |
| All | +24.7% | +20.0% | +4.7% | +16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling