+23.8%
BTDR vs GEN
+34.8%
-11.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.2% | +6.1% | +4.6% |
| 7D | +20.0% | -1.2% | +21.2% | +20.5% |
| 30D | +11.9% | +10.1% | +1.8% | +8.4% |
| 3M | -36.9% | +16.1% | -53.0% | -40.3% |
| 6M | +56.5% | +38.9% | +17.7% | +37.5% |
| YTD | +10.4% | +14.4% | -4.0% | +4.0% |
| 1Y | +3.1% | +5.9% | -2.8% | -0.7% |
| 3Y | -2.6% | +58.8% | -61.4% | -10.9% |
| 5Y | +25.2% | +24.7% | +0.5% | +15.6% |
| All | +23.8% | +34.8% | -11.0% | +13.7% |
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