+23.3%
BTDR vs ROIV
+322.8%
-299.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -2.8% |
| 7D | +14.8% | +22.3% | -7.5% | +10.2% |
| 30D | +41.8% | +16.9% | +25.0% | +37.4% |
| 3M | -29.2% | +43.9% | -73.1% | -33.6% |
| 6M | +66.2% | +41.6% | +24.6% | +56.1% |
| YTD | +10.0% | +92.7% | -82.7% | -1.4% |
| 1Y | -11.0% | +210.2% | -221.1% | -24.9% |
| 3Y | +6.9% | +231.8% | -224.9% | -11.8% |
| 5Y | +24.7% | +319.8% | -295.1% | +2.1% |
| All | +23.3% | +322.8% | -299.5% | +1.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling