+18.4%
BTDR vs DRI
+54.1%
-35.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.0% | -1.9% |
| 7D | +14.8% | -4.8% | +19.6% | +17.3% |
| 30D | +41.8% | -3.9% | +45.7% | +44.0% |
| 3M | -29.2% | +5.1% | -34.3% | -32.1% |
| 6M | +66.2% | +5.5% | +60.7% | +57.7% |
| YTD | +10.0% | +16.5% | -6.5% | -2.1% |
| 1Y | -11.0% | +2.0% | -13.0% | -14.3% |
| All | +18.4% | +54.1% | -35.7% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling