+6,024.9%
BTI vs GEN
+8,838.9%
-2,814.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -1.0% |
| 7D | -1.4% | -1.2% | -0.2% | -1.3% |
| 30D | -6.6% | +10.1% | -16.8% | -7.2% |
| 3M | -3.0% | +16.1% | -19.1% | -4.0% |
| 6M | -6.7% | +38.9% | -45.5% | -9.0% |
| YTD | +0.6% | +14.4% | -13.9% | -0.7% |
| 1Y | +5.6% | +5.9% | -0.3% | +4.8% |
| 3Y | +110.3% | +58.8% | +51.5% | +102.1% |
| 5Y | +114.3% | +24.7% | +89.6% | +108.0% |
| 10Y | +67.7% | +163.1% | -95.4% | +52.9% |
| All | +6,024.9% | +8,838.9% | -2,814.0% | +3,711.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling