+3.1%
BTDR vs HIG
+5.1%
-2.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +2.6% |
| 7D | +20.0% | +0.3% | +19.7% | +20.2% |
| 30D | +11.9% | -3.2% | +15.2% | +8.1% |
| 3M | -36.9% | +9.1% | -46.1% | -29.8% |
| 6M | +56.5% | -1.8% | +58.3% | +55.7% |
| YTD | +10.4% | +1.8% | +8.7% | +16.9% |
| 1Y | +3.1% | +4.6% | -1.5% | +19.4% |
| All | +3.1% | +5.1% | -2.0% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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