+24.7%
BTDR vs EIX
+24.3%
+0.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.2% | +0.5% | -1.7% |
| 7D | +14.8% | +4.1% | +10.7% | +13.5% |
| 30D | +41.8% | -15.3% | +57.1% | +45.9% |
| 3M | -29.2% | -18.4% | -10.7% | -26.3% |
| 6M | +66.2% | -16.8% | +83.0% | +70.4% |
| YTD | +10.0% | -0.6% | +10.5% | +1.7% |
| 1Y | -11.0% | +10.7% | -21.6% | -22.7% |
| 3Y | +6.9% | -4.5% | +11.4% | -0.9% |
| 5Y | +24.7% | +24.0% | +0.6% | +16.2% |
| All | +24.7% | +24.3% | +0.4% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling