-10.6%
BA vs BTDR
-69.9%
+59.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.6% | +7.8% | +2.5% |
| 7D | +5.9% | -17.6% | +23.4% | +7.1% |
| 30D | -8.2% | -40.3% | +32.1% | -4.9% |
| 3M | -25.4% | -42.6% | +17.3% | -22.8% |
| 6M | -20.0% | -46.3% | +26.3% | -18.1% |
| YTD | -18.5% | -41.7% | +23.3% | -18.2% |
| 1Y | -10.6% | -69.4% | +58.8% | -10.2% |
| All | -10.6% | -69.9% | +59.3% | -10.2% |
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