+3.1%
BTDR vs ROIV
+177.7%
-174.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.4% | +2.8% |
| 7D | +20.0% | +0.6% | +19.3% | +19.4% |
| 30D | +11.9% | +1.0% | +11.0% | +11.2% |
| 3M | -36.9% | +18.3% | -55.2% | -43.0% |
| 6M | +56.5% | +18.3% | +38.2% | +39.3% |
| YTD | +10.4% | +61.0% | -50.5% | -21.3% |
| 1Y | +3.1% | +177.9% | -174.8% | -43.5% |
| All | +3.1% | +177.7% | -174.6% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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