+3.1%
BTDR vs BNS
+52.2%
-49.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +5.6% |
| 7D | +20.0% | +1.5% | +18.4% | +17.5% |
| 30D | +11.9% | +6.0% | +6.0% | +2.5% |
| 3M | -36.9% | +16.3% | -53.3% | -50.3% |
| 6M | +56.5% | +28.8% | +27.7% | +1.6% |
| YTD | +10.4% | +30.0% | -19.5% | -28.8% |
| 1Y | +3.1% | +50.7% | -47.6% | -36.0% |
| All | +3.1% | +52.2% | -49.1% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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