+8.9%
GE vs BTDR
-69.9%
+78.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.6% | +8.4% | +3.2% |
| 7D | +9.4% | -17.6% | +27.0% | +11.0% |
| 30D | +7.5% | -40.3% | +47.8% | +11.9% |
| 3M | -12.5% | -42.6% | +30.1% | -9.2% |
| 6M | +17.8% | -46.3% | +64.1% | +20.9% |
| YTD | +7.4% | -41.7% | +49.2% | +7.7% |
| 1Y | +8.9% | -69.4% | +78.3% | +10.7% |
| All | +8.9% | -69.9% | +78.8% | +10.7% |
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