+19.6%
BTDR vs MDY
+48.4%
-28.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +2.7% |
| 7D | -3.4% | -1.9% | -1.5% | -0.9% |
| 30D | +32.6% | -4.6% | +37.2% | +41.5% |
| 3M | -32.2% | -1.2% | -31.0% | -30.2% |
| 6M | +52.4% | +9.2% | +43.1% | +42.2% |
| YTD | +6.7% | +13.1% | -6.4% | -3.5% |
| 1Y | -15.2% | +13.0% | -28.2% | -22.6% |
| 3Y | +14.9% | +49.2% | -34.3% | -5.6% |
| 5Y | +20.8% | +47.2% | -26.4% | -0.9% |
| All | +19.6% | +48.4% | -28.8% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling