+24.7%
BTDR vs BUD
+44.7%
-20.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -2.2% |
| 7D | +14.8% | -1.3% | +16.1% | +15.2% |
| 30D | +41.8% | -6.1% | +48.0% | +43.7% |
| 3M | -29.2% | -3.8% | -25.4% | -28.7% |
| 6M | +66.2% | +8.2% | +58.0% | +62.6% |
| YTD | +10.0% | +23.6% | -13.6% | +4.5% |
| 1Y | -11.0% | +33.4% | -44.4% | -17.3% |
| 3Y | +6.9% | +45.3% | -38.4% | +1.0% |
| 5Y | +24.7% | +44.3% | -19.6% | +17.7% |
| All | +24.7% | +44.7% | -20.0% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling