+24.7%
BTDR vs DAR
-8.0%
+32.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.8% |
| 7D | +14.8% | -0.2% | +15.0% | +14.7% |
| 30D | +41.8% | +7.4% | +34.4% | +38.4% |
| 3M | -29.2% | +15.7% | -44.9% | -33.0% |
| 6M | +66.2% | +30.0% | +36.1% | +50.6% |
| YTD | +10.0% | +87.5% | -77.5% | -11.6% |
| 1Y | -11.0% | +113.4% | -124.3% | -32.2% |
| 3Y | +6.9% | +15.3% | -8.4% | -10.8% |
| 5Y | +24.7% | -4.3% | +29.0% | +3.8% |
| All | +24.7% | -8.0% | +32.7% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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