+3.1%
BTDR vs AEIS
+93.3%
-90.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.4% | +1.5% | +2.3% |
| 7D | +20.0% | +3.0% | +17.0% | +17.9% |
| 30D | +11.9% | -14.6% | +26.6% | +24.2% |
| 3M | -36.9% | -12.4% | -24.5% | -33.4% |
| 6M | +56.5% | -15.0% | +71.5% | +62.8% |
| YTD | +10.4% | +34.3% | -23.9% | -22.9% |
| 1Y | +3.1% | +87.4% | -84.3% | -30.5% |
| All | +3.1% | +93.3% | -90.2% | -30.5% |
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