+26.7%
BTDR vs AMC
-99.3%
+126.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.4% | +5.7% | +2.7% |
| 7D | +22.4% | -0.8% | +23.2% | +22.5% |
| 30D | +16.5% | -1.2% | +17.6% | +16.7% |
| 3M | -31.5% | +42.2% | -73.7% | -34.8% |
| 6M | +74.0% | +118.8% | -44.8% | +58.1% |
| YTD | +13.0% | +64.1% | -51.1% | +5.1% |
| 1Y | -0.2% | -9.5% | +9.3% | -2.3% |
| 3Y | +9.9% | -64.3% | +74.2% | +11.4% |
| 5Y | +28.1% | -99.5% | +127.6% | +34.0% |
| All | +26.7% | -99.3% | +126.0% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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