+468.7%
BTSG vs GEN
+31.7%
+437.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.7% | +5.8% | +3.6% |
| 7D | +5.7% | -0.7% | +6.4% | +5.9% |
| 30D | +0.2% | +2.6% | -2.4% | -0.6% |
| 3M | +5.6% | +15.8% | -10.1% | +1.6% |
| 6M | +50.8% | +33.1% | +17.6% | +38.0% |
| YTD | +67.0% | +11.3% | +55.7% | +61.6% |
| 1Y | +145.5% | +1.7% | +143.9% | +144.1% |
| All | +468.7% | +31.7% | +437.0% | +433.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling