+5.6%
BTI vs GNRC
+6.8%
-1.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.1% |
| 7D | -1.4% | +1.9% | -3.3% | -1.4% |
| 30D | -6.6% | -13.8% | +7.2% | -6.6% |
| 3M | -3.0% | -32.6% | +29.7% | -2.4% |
| 6M | -6.7% | -15.2% | +8.5% | -7.6% |
| YTD | +0.6% | +37.4% | -36.8% | -5.0% |
| 1Y | +5.6% | +5.1% | +0.4% | +1.4% |
| All | +5.6% | +6.8% | -1.2% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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