+48.5%
BTDR vs BEN
+86.4%
-37.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.4% | -9.1% | -9.2% |
| 7D | -6.9% | +6.8% | -13.7% | -14.2% |
| 30D | -31.5% | +18.0% | -49.5% | -43.7% |
| 3M | -36.1% | +7.5% | -43.5% | -40.6% |
| 6M | -57.6% | +14.7% | -72.3% | -63.6% |
| YTD | -50.0% | +56.1% | -106.1% | -70.7% |
| 1Y | -49.6% | +69.6% | -119.2% | -73.4% |
| 3Y | +48.5% | +87.7% | -39.1% | -44.7% |
| All | +48.5% | +86.4% | -37.8% | -44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling