-29.7%
BTDR vs GEN
+34.7%
-64.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.1% | +7.6% | +9.2% |
| 7D | +7.7% | -0.8% | +8.5% | +7.9% |
| 30D | -24.1% | +31.2% | -55.3% | -30.1% |
| 3M | -19.1% | +6.1% | -25.2% | -21.3% |
| 6M | -46.6% | +38.1% | -84.7% | -53.1% |
| YTD | -37.3% | +14.4% | -51.7% | -41.4% |
| 1Y | -53.2% | +15.1% | -68.3% | -56.4% |
| 3Y | +77.1% | +68.5% | +8.5% | +60.3% |
| 5Y | -29.7% | +35.8% | -65.5% | -35.9% |
| All | -29.7% | +34.7% | -64.4% | -36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling