-69.4%
BTDR vs HBM
+47.3%
-116.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.6% | -9.3% | -8.4% |
| 7D | -17.6% | -5.8% | -11.7% | -13.6% |
| 30D | -40.3% | -18.5% | -21.8% | -29.9% |
| 3M | -42.6% | -10.3% | -32.3% | -37.0% |
| 6M | -46.3% | +2.1% | -48.4% | -46.8% |
| YTD | -41.7% | +12.0% | -53.8% | -47.5% |
| 1Y | -69.4% | +49.8% | -119.2% | -79.0% |
| All | -69.4% | +47.3% | -116.7% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling