+19.6%
BTDR vs BB
-23.1%
+42.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.2% |
| 7D | -3.4% | -0.4% | -3.0% | -3.2% |
| 30D | +32.6% | -12.5% | +45.1% | +37.9% |
| 3M | -32.2% | -17.4% | -14.8% | -28.6% |
| 6M | +52.4% | +119.1% | -66.8% | +21.8% |
| YTD | +6.7% | +102.4% | -95.7% | -12.8% |
| 1Y | -15.2% | +98.2% | -113.4% | -30.6% |
| 3Y | +14.9% | +46.9% | -32.0% | -9.3% |
| 5Y | +20.8% | -26.4% | +47.2% | -4.1% |
| All | +19.6% | -23.1% | +42.7% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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