+15.3%
BTDR vs ED
+69.7%
-54.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.7% | -5.8% | -6.9% |
| 7D | -3.2% | -1.9% | -1.3% | -4.3% |
| 30D | +32.7% | +0.1% | +32.6% | +33.0% |
| 3M | -28.4% | 0.0% | -28.4% | -27.9% |
| 6M | +51.7% | -2.5% | +54.2% | +52.1% |
| YTD | +2.9% | +10.1% | -7.3% | +8.9% |
| 1Y | -15.5% | +13.6% | -29.1% | -8.8% |
| 3Y | 0.0% | +32.4% | -32.4% | +11.2% |
| 5Y | +16.5% | +69.9% | -53.4% | +30.0% |
| All | +15.3% | +69.7% | -54.4% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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