+3.1%
BTDR vs MKTX
-8.5%
+11.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +20.0% | +0.4% | +19.6% | +19.9% |
| 30D | +11.9% | +1.1% | +10.9% | +11.7% |
| 3M | -36.9% | +36.1% | -73.0% | -38.4% |
| 6M | +56.5% | -12.9% | +69.4% | +17.4% |
| YTD | +10.4% | -8.5% | +19.0% | -16.2% |
| 1Y | +3.1% | -7.5% | +10.6% | -17.2% |
| All | +3.1% | -8.5% | +11.6% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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