+26.7%
BTDR vs INDA
+18.8%
+7.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +4.0% | +4.0% |
| 7D | +22.4% | -1.0% | +23.4% | +23.5% |
| 30D | +16.5% | -2.5% | +19.0% | +19.6% |
| 3M | -31.5% | +4.0% | -35.5% | -33.5% |
| 6M | +74.0% | -1.8% | +75.8% | +79.3% |
| YTD | +13.0% | -9.2% | +22.2% | +24.0% |
| 1Y | -0.2% | -7.2% | +6.9% | +7.9% |
| 3Y | +9.9% | +9.8% | +0.1% | +14.2% |
| 5Y | +28.1% | +7.5% | +20.6% | +31.3% |
| All | +26.7% | +18.8% | +7.9% | +31.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling