+559.0%
BTSG vs GEN
+32.6%
+526.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.7% |
| 7D | +3.8% | +1.0% | +2.8% | +3.6% |
| 30D | +13.7% | +29.1% | -15.3% | +7.8% |
| 3M | +18.0% | +2.9% | +15.1% | +16.8% |
| 6M | +32.2% | +33.6% | -1.4% | +21.1% |
| YTD | +93.6% | +12.0% | +81.5% | +86.6% |
| 1Y | +115.9% | +16.2% | +99.8% | +105.6% |
| All | +559.0% | +32.6% | +526.4% | +516.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling