+10.8%
BTDR vs IBN
+25.1%
-14.3%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -6.1% |
| 7D | -3.2% | -5.5% | +2.3% | +0.6% |
| 30D | +32.7% | -3.4% | +36.1% | +36.0% |
| 3M | -28.4% | +8.7% | -37.1% | -31.7% |
| 6M | +51.7% | +3.7% | +48.0% | +48.6% |
| YTD | +2.9% | -2.4% | +5.2% | +3.8% |
| 1Y | -15.5% | -8.1% | -7.4% | -13.1% |
| All | +10.8% | +25.1% | -14.3% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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