+18.4%
BTDR vs RGEN
+2.1%
+16.3%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -1.7% |
| 7D | +14.8% | -4.6% | +19.4% | +17.1% |
| 30D | +41.8% | +1.2% | +40.7% | +41.6% |
| 3M | -29.2% | +26.8% | -56.0% | -36.8% |
| 6M | +66.2% | +29.1% | +37.1% | +46.3% |
| YTD | +10.0% | +0.7% | +9.3% | +7.6% |
| 1Y | -11.0% | +39.1% | -50.0% | -24.5% |
| All | +18.4% | +2.1% | +16.3% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling