+16.5%
BTDR vs BB
-29.9%
+46.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.7% | -3.8% | -5.7% |
| 7D | -3.2% | -2.1% | -1.1% | -2.5% |
| 30D | +32.7% | -16.0% | +48.7% | +39.7% |
| 3M | -28.4% | -14.5% | -13.9% | -25.2% |
| 6M | +51.7% | +118.6% | -66.8% | +20.8% |
| YTD | +2.9% | +98.9% | -96.1% | -15.9% |
| 1Y | -15.5% | +99.5% | -114.9% | -31.1% |
| 3Y | 0.0% | +65.4% | -65.4% | -21.0% |
| 5Y | +16.5% | -27.6% | +44.1% | -8.3% |
| All | +16.5% | -29.9% | +46.3% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling