+10.8%
BTDR vs MDY
+47.3%
-36.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.5% | -4.0% |
| 7D | -3.2% | -2.5% | -0.7% | +3.6% |
| 30D | +32.7% | -5.0% | +37.7% | +52.6% |
| 3M | -28.4% | +0.5% | -28.8% | -27.5% |
| 6M | +51.7% | +8.0% | +43.7% | +32.4% |
| YTD | +2.9% | +12.2% | -9.3% | -17.6% |
| 1Y | -15.5% | +14.0% | -29.5% | -34.3% |
| All | +10.8% | +47.3% | -36.5% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling