+23.7%
BBY vs BTDR
-4.8%
+28.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.9% | -0.8% | +2.9% |
| 7D | +9.5% | +20.0% | -10.5% | +8.3% |
| 30D | +6.8% | +11.9% | -5.1% | +5.8% |
| 3M | +28.9% | -36.9% | +65.8% | +33.2% |
| 6M | +37.8% | +56.5% | -18.7% | +32.1% |
| YTD | +38.7% | +10.4% | +28.3% | +35.5% |
| 1Y | +23.7% | +3.1% | +20.6% | +27.6% |
| All | +23.7% | -4.8% | +28.5% | +27.6% |
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