+3.1%
BTDR vs CAPR
+48.7%
-45.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.7% | +3.9% |
| 7D | +20.0% | -2.0% | +21.9% | +20.0% |
| 30D | +11.9% | +139.2% | -127.3% | +11.7% |
| 3M | -36.9% | -66.4% | +29.4% | -36.8% |
| 6M | +56.5% | -63.1% | +119.6% | +56.8% |
| YTD | +10.4% | -67.4% | +77.9% | +10.6% |
| 1Y | +3.1% | +58.2% | -55.2% | +9.9% |
| All | +3.1% | +48.7% | -45.7% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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