+3.1%
BTDR vs JBL
+52.3%
-49.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.4% | +2.4% |
| 7D | +20.0% | +3.0% | +16.9% | +16.8% |
| 30D | +11.9% | -8.3% | +20.2% | +20.4% |
| 3M | -36.9% | -16.9% | -20.0% | -25.4% |
| 6M | +56.5% | +21.8% | +34.8% | +32.4% |
| YTD | +10.4% | +36.3% | -25.9% | -14.9% |
| 1Y | +3.1% | +49.5% | -46.4% | -27.8% |
| All | +3.1% | +52.3% | -49.3% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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