-69.4%
BTDR vs AEIS
+6.2%
-75.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -11.1% | +5.5% | +1.9% |
| 7D | -17.6% | -12.7% | -4.9% | -9.4% |
| 30D | -40.3% | -28.8% | -11.4% | -24.9% |
| 3M | -42.6% | -38.0% | -4.6% | -22.0% |
| 6M | -46.3% | -45.3% | -1.0% | -25.3% |
| YTD | -41.7% | +1.1% | -42.9% | -47.3% |
| 1Y | -69.4% | +8.6% | -78.0% | -73.9% |
| All | -69.4% | +6.2% | -75.6% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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