+114.5%
BTI vs GEN
+20.0%
+94.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.4% | -2.9% | +0.5% | -2.1% |
| 30D | -4.8% | +2.1% | -6.8% | -5.0% |
| 3M | -8.1% | +19.7% | -27.8% | -10.0% |
| 6M | -4.2% | +33.3% | -37.5% | -7.4% |
| YTD | -1.3% | +11.1% | -12.4% | -2.5% |
| 1Y | +2.1% | +3.0% | -0.9% | +1.8% |
| 3Y | +108.9% | +57.9% | +51.0% | +93.8% |
| 5Y | +114.5% | +20.6% | +93.9% | +101.5% |
| All | +114.5% | +20.0% | +94.5% | +101.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling