-69.4%
BTDR vs HRB
+16.9%
-86.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +4.4% | -10.0% | -4.0% |
| 7D | -17.6% | +16.0% | -33.6% | -12.8% |
| 30D | -40.3% | +32.1% | -72.3% | -33.8% |
| 3M | -42.6% | +21.5% | -64.1% | -37.7% |
| 6M | -46.3% | +82.1% | -128.4% | -34.8% |
| YTD | -41.7% | +31.6% | -73.4% | -25.1% |
| 1Y | -69.4% | +15.9% | -85.3% | -57.3% |
| All | -69.4% | +16.9% | -86.3% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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