-62.5%
BTDR vs LII
-28.3%
-34.2%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.2% | +7.7% | +9.0% |
| 7D | +7.1% | -1.2% | +8.3% | +7.7% |
| 30D | -31.4% | -2.0% | -29.4% | -31.6% |
| 3M | -39.2% | -20.2% | -19.0% | -32.5% |
| 6M | -50.9% | -32.5% | -18.4% | -41.0% |
| YTD | -41.0% | -27.4% | -13.7% | -36.4% |
| All | -62.5% | -28.3% | -34.2% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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