+41.6%
AMZN vs BTDR
+26.7%
+14.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.7% |
| 7D | +0.8% | +22.4% | -21.6% | -0.4% |
| 30D | -6.4% | +16.5% | -22.8% | -7.6% |
| 3M | +4.8% | -31.5% | +36.3% | +6.2% |
| 6M | +20.5% | +74.0% | -53.5% | +14.9% |
| YTD | +11.3% | +13.0% | -1.7% | +8.2% |
| 1Y | +9.0% | -0.2% | +9.2% | +5.4% |
| 3Y | +85.9% | +9.9% | +76.0% | +69.4% |
| 5Y | +45.8% | +28.1% | +17.7% | +22.7% |
| All | +41.6% | +26.7% | +14.9% | +19.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling