+48.5%
BTDR vs A
+64.5%
-16.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.5% | -9.2% | -9.1% |
| 7D | -6.9% | -0.5% | -6.4% | -6.2% |
| 30D | -31.5% | 0.0% | -31.5% | -30.2% |
| 3M | -36.1% | +16.7% | -52.8% | -42.8% |
| 6M | -57.6% | +54.8% | -112.5% | -70.2% |
| YTD | -50.0% | +28.8% | -78.8% | -59.5% |
| 1Y | -49.6% | +19.3% | -68.9% | -56.6% |
| 3Y | +48.5% | +65.5% | -17.0% | +30.0% |
| All | +48.5% | +64.5% | -16.0% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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