+22.0%
GEN vs BTG
+75.0%
-53.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.9% | +3.6% | +1.0% |
| 7D | -4.3% | -5.5% | +1.1% | -3.8% |
| 30D | +3.8% | +6.1% | -2.3% | +3.1% |
| 3M | +22.3% | +38.6% | -16.4% | +17.9% |
| 6M | +39.0% | +0.7% | +38.3% | +37.8% |
| YTD | +11.9% | +20.3% | -8.4% | +8.8% |
| 1Y | +4.5% | +25.0% | -20.5% | +0.7% |
| 3Y | +59.0% | +97.3% | -38.3% | +43.0% |
| 5Y | +22.0% | +78.3% | -56.3% | +12.4% |
| All | +22.0% | +75.0% | -53.0% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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