+6,857.8%
BTI vs GEN
+8,765.9%
-1,908.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +1.2% |
| 7D | +1.6% | +2.0% | -0.4% | +1.5% |
| 30D | +9.2% | +27.7% | -18.5% | +7.4% |
| 3M | +9.6% | +3.3% | +6.4% | +9.2% |
| 6M | -2.4% | +31.8% | -34.3% | -4.5% |
| YTD | +14.2% | +13.5% | +0.7% | +12.6% |
| 1Y | +20.3% | +16.0% | +4.3% | +18.4% |
| 3Y | +147.4% | +70.6% | +76.8% | +136.2% |
| 5Y | +155.4% | +32.1% | +123.3% | +146.7% |
| 10Y | +127.3% | +153.4% | -26.1% | +107.4% |
| All | +6,857.8% | +8,765.9% | -1,908.2% | +4,223.9% |
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 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