+23.3%
BTDR vs ARWR
+24.6%
-1.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.2% | -1.9% |
| 7D | +14.8% | -3.2% | +18.0% | +15.8% |
| 30D | +41.8% | -6.5% | +48.3% | +44.4% |
| 3M | -29.2% | +12.7% | -41.9% | -31.9% |
| 6M | +66.2% | +36.2% | +30.0% | +52.8% |
| YTD | +10.0% | +24.5% | -14.5% | +2.6% |
| 1Y | -11.0% | +198.0% | -209.0% | -33.6% |
| 3Y | +6.9% | +176.4% | -169.4% | -26.1% |
| 5Y | +24.7% | +26.6% | -1.9% | -12.8% |
| All | +23.3% | +24.6% | -1.3% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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