+26.2%
BTDR vs INFQ
-7.9%
+34.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.0% |
| 7D | -3.4% | +2.1% | -5.5% | -4.5% |
| 30D | +32.6% | +6.1% | +26.4% | +28.4% |
| 3M | -32.2% | -7.1% | -25.2% | -32.1% |
| 6M | +52.4% | +14.8% | +37.6% | +32.2% |
| All | +26.2% | -7.9% | +34.1% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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