+112.1%
BTI vs GEN
+57.7%
+54.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.4% | -0.1% |
| 7D | -1.4% | -0.7% | -0.7% | -1.3% |
| 30D | -7.0% | +2.6% | -9.7% | -7.3% |
| 3M | -6.3% | +15.8% | -22.1% | -7.5% |
| 6M | -2.0% | +33.1% | -35.1% | -4.3% |
| YTD | +0.2% | +11.3% | -11.1% | -0.3% |
| 1Y | +3.8% | +1.7% | +2.1% | +4.3% |
| 3Y | +112.1% | +58.1% | +53.9% | +94.6% |
| All | +112.1% | +57.7% | +54.3% | +94.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling