+442.1%
ASX vs BTDR
-33.9%
+476.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.9% | -1.3% | +7.5% |
| 7D | -12.3% | +7.1% | -19.4% | -12.7% |
| 30D | -26.0% | -31.4% | +5.4% | -22.9% |
| 3M | -8.1% | -39.2% | +31.1% | -3.7% |
| 6M | +1.4% | -50.9% | +52.3% | +8.0% |
| YTD | +115.6% | -41.0% | +156.6% | +124.5% |
| 1Y | +128.0% | -69.9% | +198.0% | +146.5% |
| 3Y | +371.4% | +87.3% | +284.1% | +366.3% |
| 5Y | +469.4% | -33.6% | +503.0% | +460.5% |
| All | +442.1% | -33.9% | +476.0% | +428.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling