-69.4%
BTDR vs BOXX
+4.1%
-73.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.7% | -5.1% |
| 7D | -17.6% | +0.1% | -17.7% | -16.3% |
| 30D | -40.3% | +0.4% | -40.6% | -37.4% |
| 3M | -42.6% | +1.0% | -43.6% | -33.3% |
| 6M | -46.3% | +2.0% | -48.3% | -34.9% |
| YTD | -41.7% | +3.3% | -45.0% | -54.4% |
| 1Y | -69.4% | +4.1% | -73.5% | -85.7% |
| All | -69.4% | +4.1% | -73.5% | -85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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