+70.3%
BTI vs GEN
+157.3%
-87.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -2.0% | -4.3% | +2.4% | -1.4% |
| 30D | -3.4% | +3.8% | -7.2% | -3.9% |
| 3M | -9.0% | +22.3% | -31.3% | -11.4% |
| 6M | -5.0% | +39.0% | -44.0% | -9.3% |
| YTD | -0.3% | +11.9% | -12.2% | -2.2% |
| 1Y | +3.1% | +4.5% | -1.4% | +2.0% |
| 3Y | +111.0% | +59.0% | +52.0% | +94.6% |
| 5Y | +117.0% | +22.0% | +95.0% | +105.0% |
| All | +70.3% | +157.3% | -87.1% | +38.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling