+1,709.5%
BE vs BTDR
+41.1%
+1,668.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -8.6% | +3.7% | -2.5% |
| 7D | +10.8% | -6.9% | +17.7% | +13.3% |
| 30D | -19.8% | -31.5% | +11.8% | -10.4% |
| 3M | -18.7% | -36.1% | +17.3% | -8.6% |
| 6M | -33.7% | -57.6% | +23.9% | -18.3% |
| YTD | +121.0% | -50.0% | +171.0% | +156.0% |
| 1Y | +85.4% | -49.6% | +135.0% | +114.6% |
| 3Y | +1,709.5% | +48.5% | +1,661.0% | +1,291.5% |
| All | +1,709.5% | +41.1% | +1,668.5% | +1,291.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling