+3.1%
BTDR vs BUD
+36.8%
-33.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.8% | +3.9% |
| 7D | +20.0% | +0.3% | +19.7% | +19.9% |
| 30D | +11.9% | -5.7% | +17.6% | +11.9% |
| 3M | -36.9% | +3.1% | -40.1% | -36.8% |
| 6M | +56.5% | +7.9% | +48.6% | +47.1% |
| YTD | +10.4% | +27.3% | -16.9% | +29.6% |
| 1Y | +3.1% | +37.8% | -34.7% | +45.0% |
| All | +3.1% | +36.8% | -33.7% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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