+54.6%
BTDR vs AR
+19.9%
+34.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -0.8% | +14.1% | +13.5% |
| 7D | -10.4% | -14.3% | +3.9% | -6.5% |
| 30D | -42.2% | +1.4% | -43.6% | -42.4% |
| 3M | -42.8% | +3.4% | -46.2% | -44.1% |
| 6M | -60.2% | -2.1% | -58.1% | -60.6% |
| YTD | -46.3% | +4.7% | -51.0% | -50.6% |
| 1Y | -71.7% | +10.6% | -82.2% | -74.8% |
| 3Y | +54.6% | +24.6% | +30.0% | +74.8% |
| All | +54.6% | +19.9% | +34.7% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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