-44.0%
BTDR vs EMB
+6.3%
-50.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.2% | -8.4% | -8.3% |
| 7D | -6.9% | -0.9% | -6.0% | -5.4% |
| 30D | -31.5% | +0.4% | -31.9% | -31.6% |
| 3M | -36.1% | -3.1% | -33.0% | -32.7% |
| 6M | -57.6% | -2.1% | -55.6% | -55.6% |
| YTD | -50.0% | -1.1% | -49.0% | -47.9% |
| 1Y | -49.6% | -0.1% | -49.5% | -48.0% |
| 3Y | +48.5% | +29.6% | +19.0% | +34.6% |
| 5Y | -43.8% | +7.2% | -51.0% | -48.7% |
| All | -44.0% | +6.3% | -50.3% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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