+271.9%
ASX vs BTDR
-4.6%
+276.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.2% | +4.1% |
| 7D | +11.1% | +14.8% | -3.7% | +7.6% |
| 30D | +9.6% | +41.8% | -32.2% | +0.6% |
| 3M | +18.6% | -29.2% | +47.8% | +23.5% |
| 6M | +92.1% | +66.2% | +26.0% | +74.3% |
| YTD | +158.5% | +10.0% | +148.5% | +144.1% |
| 1Y | +271.9% | -11.0% | +282.9% | +261.6% |
| All | +271.9% | -4.6% | +276.5% | +261.6% |
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