+491.8%
ASX vs BTDR
+23.8%
+468.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -0.2% |
| 7D | -0.7% | +20.0% | -20.7% | -2.5% |
| 30D | +2.0% | +11.9% | -10.0% | +0.4% |
| 3M | -1.3% | -36.9% | +35.6% | +1.6% |
| 6M | +71.4% | +56.5% | +14.9% | +64.4% |
| YTD | +135.3% | +10.4% | +124.9% | +129.8% |
| 1Y | +267.5% | +3.1% | +264.4% | +257.5% |
| 3Y | +388.5% | -2.6% | +391.1% | +349.8% |
| 5Y | +417.1% | +25.2% | +391.9% | +380.9% |
| All | +491.8% | +23.8% | +468.0% | +440.6% |
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 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