+16.5%
BTDR vs BEN
+36.2%
-19.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.3% | -5.1% | -5.6% |
| 7D | -3.2% | +0.3% | -3.5% | -3.3% |
| 30D | +32.7% | +0.9% | +31.8% | +32.2% |
| 3M | -28.4% | +9.2% | -37.6% | -31.7% |
| 6M | +51.7% | +36.8% | +14.9% | +26.3% |
| YTD | +2.9% | +44.4% | -41.5% | -16.7% |
| 1Y | -15.5% | +45.8% | -61.3% | -32.0% |
| 3Y | 0.0% | +52.5% | -52.5% | -23.0% |
| 5Y | +16.5% | +37.7% | -21.2% | -10.7% |
| All | +16.5% | +36.2% | -19.8% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling