+330.6%
BTI vs GNRC
+2,020.8%
-1,690.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.2% |
| 7D | -2.0% | -0.7% | -1.2% | -1.9% |
| 30D | -3.4% | -15.8% | +12.4% | -1.8% |
| 3M | -9.0% | -24.0% | +15.0% | -6.9% |
| 6M | -5.0% | -13.8% | +8.8% | -4.7% |
| YTD | -0.3% | +33.2% | -33.6% | -5.0% |
| 1Y | +3.1% | -1.8% | +4.9% | +1.3% |
| 3Y | +111.0% | +57.7% | +53.2% | +92.6% |
| 5Y | +117.0% | -59.7% | +176.8% | +126.6% |
| 10Y | +73.9% | +430.7% | -356.8% | +18.0% |
| All | +330.6% | +2,020.8% | -1,690.2% | +122.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling