-15.2%
BTDR vs NTR
+39.1%
-54.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.7% |
| 7D | -3.4% | -1.3% | -2.1% | -3.5% |
| 30D | +32.6% | +16.8% | +15.8% | +35.5% |
| 3M | -32.2% | +20.7% | -53.0% | -30.3% |
| 6M | +52.4% | +0.5% | +51.8% | +57.2% |
| YTD | +6.7% | +29.2% | -22.5% | -2.0% |
| 1Y | -15.2% | +39.6% | -54.8% | -18.6% |
| All | -15.2% | +39.1% | -54.3% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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