+463.5%
BTSG vs GEN
+31.5%
+432.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +2.9% | -2.9% | +5.8% | +3.6% |
| 30D | +0.9% | +2.1% | -1.2% | +0.2% |
| 3M | +1.6% | +19.7% | -18.1% | -3.1% |
| 6M | +46.8% | +33.3% | +13.5% | +34.3% |
| YTD | +65.5% | +11.1% | +54.4% | +60.1% |
| 1Y | +136.2% | +3.0% | +133.2% | +133.9% |
| All | +463.5% | +31.5% | +432.1% | +429.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling