+20.0%
GE vs BTDR
-4.8%
+24.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.9% | +0.8% |
| 7D | -1.6% | +20.0% | -21.6% | -2.9% |
| 30D | -11.6% | +11.9% | -23.5% | -12.6% |
| 3M | +3.0% | -36.9% | +40.0% | +5.7% |
| 6M | -0.5% | +56.5% | -57.0% | -4.7% |
| YTD | +9.7% | +10.4% | -0.7% | +6.1% |
| 1Y | +20.0% | +3.1% | +17.0% | +22.6% |
| All | +20.0% | -4.8% | +24.8% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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