-49.0%
BTDR vs Q
+78.4%
-127.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.5% | -3.9% |
| 7D | +14.8% | +6.6% | +8.2% | +9.9% |
| 30D | +41.8% | -6.6% | +48.4% | +47.8% |
| 3M | -29.2% | -13.2% | -15.9% | -23.7% |
| 6M | +66.2% | +9.9% | +56.2% | +50.9% |
| YTD | +10.0% | +53.9% | -44.0% | -15.4% |
| All | -49.0% | +78.4% | -127.4% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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