-33.9%
BTDR vs AMBA
-33.1%
-0.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.3% | +4.6% | +8.1% |
| 7D | +7.1% | 0.0% | +7.2% | +8.0% |
| 30D | -31.4% | -8.6% | -22.8% | -28.6% |
| 3M | -39.2% | -29.0% | -10.3% | -31.8% |
| 6M | -50.9% | -19.2% | -31.7% | -48.6% |
| YTD | -41.0% | -13.0% | -28.0% | -40.1% |
| 1Y | -69.9% | -31.3% | -38.7% | -67.6% |
| 3Y | +87.3% | +28.1% | +59.1% | +78.8% |
| 5Y | -33.6% | -69.4% | +35.8% | -36.0% |
| All | -33.9% | -33.1% | -0.8% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling