+25.2%
BTDR vs AMC
-99.4%
+124.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.3% | -0.4% | +3.5% |
| 7D | +20.0% | +2.3% | +17.6% | +19.6% |
| 30D | +11.9% | -0.7% | +12.7% | +12.2% |
| 3M | -36.9% | +35.2% | -72.1% | -39.7% |
| 6M | +56.5% | +124.6% | -68.1% | +41.4% |
| YTD | +10.4% | +69.9% | -59.4% | +2.1% |
| 1Y | +3.1% | -2.6% | +5.7% | +0.1% |
| 3Y | -2.6% | -79.8% | +77.2% | -0.5% |
| All | +25.2% | -99.4% | +124.6% | +31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling