+18.4%
BTDR vs BBWI
-47.8%
+66.3%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.3% | +3.6% | -0.1% |
| 7D | +14.8% | -4.4% | +19.2% | +17.0% |
| 30D | +41.8% | -7.4% | +49.2% | +44.5% |
| 3M | -29.2% | -2.2% | -27.0% | -29.1% |
| 6M | +66.2% | -16.3% | +82.5% | +75.6% |
| YTD | +10.0% | -9.1% | +19.1% | +10.5% |
| 1Y | -11.0% | -34.5% | +23.5% | +2.2% |
| All | +18.4% | -47.8% | +66.3% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling