+87.3%
BTDR vs ALLY
+61.3%
+26.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +8.9% | +8.9% |
| 7D | +7.1% | -0.2% | +7.3% | +6.9% |
| 30D | -31.4% | +3.4% | -34.8% | -34.0% |
| 3M | -39.2% | -11.1% | -28.2% | -32.0% |
| 6M | -50.9% | -11.5% | -39.4% | -44.9% |
| YTD | -41.0% | -12.3% | -28.7% | -33.3% |
| 1Y | -69.9% | +1.1% | -71.0% | -70.9% |
| 3Y | +87.3% | +64.8% | +22.5% | -19.5% |
| All | +87.3% | +61.3% | +26.0% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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