+3.1%
BTDR vs BBWI
-34.3%
+37.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.8% | +1.1% | +3.2% |
| 7D | +20.0% | +1.5% | +18.5% | +19.5% |
| 30D | +11.9% | -5.2% | +17.1% | +13.7% |
| 3M | -36.9% | +11.1% | -48.0% | -38.5% |
| 6M | +56.5% | -13.4% | +69.9% | +59.1% |
| YTD | +10.4% | +0.1% | +10.3% | +9.4% |
| 1Y | +3.1% | -36.1% | +39.2% | +3.6% |
| All | +3.1% | -34.3% | +37.4% | +3.6% |
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