+3.1%
BTDR vs IRM
+34.4%
-31.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.6% | +2.3% | +2.0% |
| 7D | +20.0% | -0.5% | +20.4% | +20.6% |
| 30D | +11.9% | -8.1% | +20.0% | +23.6% |
| 3M | -36.9% | -9.7% | -27.3% | -28.4% |
| 6M | +56.5% | +10.0% | +46.5% | +42.9% |
| YTD | +10.4% | +43.0% | -32.6% | -33.7% |
| 1Y | +3.1% | +32.7% | -29.6% | -1.6% |
| All | +3.1% | +34.4% | -31.3% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling