+41.5%
AMZN vs BTDR
+19.6%
+21.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.8% | +1.7% |
| 7D | -0.7% | -3.4% | +2.7% | -0.5% |
| 30D | -3.9% | +32.6% | -36.5% | -5.7% |
| 3M | +6.3% | -32.2% | +38.6% | +7.8% |
| 6M | +20.8% | +52.4% | -31.6% | +16.0% |
| YTD | +11.2% | +6.7% | +4.6% | +8.5% |
| 1Y | +11.7% | -15.2% | +26.9% | +9.1% |
| 3Y | +79.4% | +14.9% | +64.6% | +63.8% |
| 5Y | +48.0% | +20.8% | +27.2% | +25.0% |
| All | +41.5% | +19.6% | +21.9% | +19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling