+3.1%
BTDR vs AS
-21.9%
+25.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.6% | +0.4% | +2.0% |
| 7D | +20.0% | -4.9% | +24.9% | +23.2% |
| 30D | +11.9% | -19.6% | +31.5% | +26.3% |
| 3M | -36.9% | -14.4% | -22.6% | -32.2% |
| 6M | +56.5% | -20.1% | +76.6% | +71.0% |
| YTD | +10.4% | -20.9% | +31.4% | +18.8% |
| 1Y | +3.1% | -21.9% | +24.9% | -4.6% |
| All | +3.1% | -21.9% | +25.0% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling