-15.2%
BTDR vs BEN
+45.3%
-60.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.8% |
| 7D | -3.4% | -3.1% | -0.3% | +0.2% |
| 30D | +32.6% | +0.2% | +32.4% | +32.6% |
| 3M | -32.2% | +6.8% | -39.1% | -36.0% |
| 6M | +52.4% | +38.1% | +14.3% | +10.3% |
| YTD | +6.7% | +44.3% | -37.7% | -23.1% |
| 1Y | -15.2% | +42.6% | -57.8% | -39.1% |
| All | -15.2% | +45.3% | -60.6% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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