+3.1%
BTDR vs BN
-6.5%
+9.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.3% |
| 7D | +20.0% | -2.5% | +22.4% | +24.2% |
| 30D | +11.9% | -9.5% | +21.4% | +27.2% |
| 3M | -36.9% | -10.4% | -26.6% | -27.4% |
| 6M | +56.5% | -6.4% | +62.9% | +69.2% |
| YTD | +10.4% | -11.9% | +22.3% | +28.4% |
| 1Y | +3.1% | -8.6% | +11.7% | +19.8% |
| All | +3.1% | -6.5% | +9.6% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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