-8.5%
BTDR vs LII
-31.7%
+23.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.4% | +3.7% | +3.0% |
| 7D | +22.4% | +2.1% | +20.3% | +21.3% |
| 30D | +16.5% | -12.4% | +28.9% | +24.4% |
| 3M | -31.5% | -24.8% | -6.7% | -21.9% |
| 6M | +74.0% | -25.2% | +99.2% | +96.1% |
| YTD | +13.0% | -20.3% | +33.3% | +22.8% |
| All | -8.5% | -31.7% | +23.2% | +1.5% |
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