+10.8%
BTDR vs BN
+69.2%
-58.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.2% | -5.3% | -4.8% |
| 7D | -3.2% | -5.9% | +2.7% | +5.2% |
| 30D | +32.7% | -15.1% | +47.7% | +65.6% |
| 3M | -28.4% | -14.6% | -13.8% | -11.7% |
| 6M | +51.7% | -8.4% | +60.1% | +71.7% |
| YTD | +2.9% | -16.8% | +19.7% | +32.8% |
| 1Y | -15.5% | -14.4% | -1.1% | +6.4% |
| All | +10.8% | +69.2% | -58.5% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling