-57.6%
BTDR vs EXR
+12.5%
-70.1%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.2% | -8.8% | -8.5% |
| 7D | -6.9% | -0.4% | -6.5% | -7.4% |
| 30D | -31.5% | +18.2% | -49.8% | -19.9% |
| 3M | -36.1% | +7.3% | -43.4% | -32.5% |
| 6M | -57.6% | +13.8% | -71.5% | -56.0% |
| All | -57.6% | +12.5% | -70.1% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 6mo: compounded portfolio wealth divided by compounded EXR 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…
6mo analysis · Full analysis span regression · 6 months rolling