-44.0%
BTDR vs BUD
+32.7%
-76.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +1.1% | -9.8% | -8.8% |
| 7D | -6.9% | +1.0% | -7.9% | -7.1% |
| 30D | -31.5% | +6.7% | -38.2% | -32.7% |
| 3M | -36.1% | +5.7% | -41.8% | -37.1% |
| 6M | -57.6% | +5.8% | -63.5% | -58.5% |
| YTD | -50.0% | +34.4% | -84.4% | -53.6% |
| 1Y | -49.6% | +33.3% | -82.9% | -53.1% |
| 3Y | +48.5% | +48.8% | -0.3% | +37.1% |
| 5Y | -43.8% | +52.5% | -96.4% | -48.3% |
| All | -44.0% | +32.7% | -76.7% | -45.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling