+10.8%
BTDR vs INDA
+6.8%
+3.9%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.2% | -5.3% | -4.3% |
| 7D | -3.2% | -3.6% | +0.4% | +3.7% |
| 30D | +32.7% | -4.0% | +36.6% | +43.3% |
| 3M | -28.4% | +1.7% | -30.1% | -29.8% |
| 6M | +51.7% | -3.6% | +55.4% | +66.4% |
| YTD | +2.9% | -11.0% | +13.8% | +29.5% |
| 1Y | -15.5% | -9.5% | -6.0% | +3.6% |
| All | +10.8% | +6.8% | +3.9% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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