+3.1%
BTI vs GEN
+3.4%
-0.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -2.0% | -4.3% | +2.4% | -1.8% |
| 30D | -3.4% | +3.8% | -7.2% | -3.6% |
| 3M | -9.0% | +22.3% | -31.3% | -9.4% |
| 6M | -5.0% | +39.0% | -44.0% | -5.4% |
| YTD | -0.3% | +11.9% | -12.2% | +0.9% |
| 1Y | +3.1% | +4.5% | -1.4% | +4.9% |
| All | +3.1% | +3.4% | -0.3% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling