-44.0%
BTDR vs RGEN
-25.8%
-18.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.8% | -9.4% | -8.8% |
| 7D | -6.9% | -3.3% | -3.6% | -5.9% |
| 30D | -31.5% | -5.8% | -25.7% | -29.9% |
| 3M | -36.1% | +0.2% | -36.3% | -35.7% |
| 6M | -57.6% | +56.8% | -114.4% | -61.8% |
| YTD | -50.0% | +2.4% | -52.4% | -50.7% |
| 1Y | -49.6% | +11.4% | -61.0% | -51.1% |
| 3Y | +48.5% | +15.2% | +33.4% | +43.9% |
| 5Y | -43.8% | -35.1% | -8.7% | -45.4% |
| All | -44.0% | -25.8% | -18.2% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling