-46.5%
BTDR vs IRE
-82.8%
+36.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.2% | -7.9% | -0.7% |
| 7D | +22.4% | +58.9% | -36.5% | +6.0% |
| 30D | +16.5% | +17.2% | -0.7% | +8.9% |
| 3M | -31.5% | -58.6% | +27.1% | -21.6% |
| 6M | +74.0% | -23.5% | +97.5% | +51.7% |
| YTD | +13.0% | -47.4% | +60.5% | -4.7% |
| All | -46.5% | -82.8% | +36.4% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 5y: compounded portfolio wealth divided by compounded IRE 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…
5y analysis · Full analysis span regression · 6 months rolling