+18.4%
BTDR vs ENB
+76.5%
-58.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.5% |
| 7D | +14.8% | -0.3% | +15.1% | +14.9% |
| 30D | +41.8% | -1.1% | +42.9% | +42.1% |
| 3M | -29.2% | -8.5% | -20.7% | -27.1% |
| 6M | +66.2% | -4.5% | +70.7% | +66.5% |
| YTD | +10.0% | +9.1% | +0.9% | -0.3% |
| 1Y | -11.0% | +8.0% | -18.9% | -18.9% |
| All | +18.4% | +76.5% | -58.0% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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