+26.7%
BTDR vs MDY
+50.2%
-23.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +3.2% |
| 7D | +22.4% | +1.0% | +21.4% | +20.9% |
| 30D | +16.5% | -3.1% | +19.6% | +21.7% |
| 3M | -31.5% | +1.8% | -33.3% | -32.0% |
| 6M | +74.0% | +10.8% | +63.2% | +59.3% |
| YTD | +13.0% | +14.4% | -1.4% | +0.5% |
| 1Y | -0.2% | +15.2% | -15.4% | -11.1% |
| 3Y | +9.9% | +51.2% | -41.3% | -11.2% |
| 5Y | +28.1% | +47.2% | -19.1% | +3.1% |
| All | +26.7% | +50.2% | -23.5% | +2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling