+21.7%
BTDR vs EIX
-1.6%
+23.3%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.5% | -2.2% | +0.6% |
| 7D | +22.4% | +0.9% | +21.5% | +21.8% |
| 30D | +16.5% | -13.5% | +30.0% | +19.8% |
| 3M | -31.5% | -15.3% | -16.2% | -29.4% |
| 6M | +74.0% | -15.3% | +89.4% | +77.7% |
| YTD | +13.0% | +2.7% | +10.3% | -2.0% |
| 1Y | -0.2% | +17.4% | -17.7% | -23.2% |
| All | +21.7% | -1.6% | +23.3% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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