-69.4%
BTDR vs BBWI
+2.4%
-71.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +4.1% | -9.7% | -6.7% |
| 7D | -17.6% | +8.8% | -26.3% | -19.7% |
| 30D | -40.3% | +34.8% | -75.1% | -45.6% |
| 3M | -42.6% | +12.9% | -55.5% | -44.9% |
| 6M | -46.3% | +29.6% | -75.9% | -50.6% |
| YTD | -41.7% | +20.8% | -62.5% | -46.0% |
| 1Y | -69.4% | +4.1% | -73.5% | -71.1% |
| All | -69.4% | +2.4% | -71.8% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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