-11.0%
BTDR vs ROIV
+224.1%
-235.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.2% |
| 7D | +14.8% | +22.3% | -7.5% | -1.3% |
| 30D | +41.8% | +16.9% | +25.0% | +25.9% |
| 3M | -29.2% | +43.9% | -73.1% | -44.6% |
| 6M | +66.2% | +41.6% | +24.6% | +29.5% |
| YTD | +10.0% | +92.7% | -82.7% | -30.8% |
| 1Y | -11.0% | +210.2% | -221.1% | -54.0% |
| All | -11.0% | +224.1% | -235.1% | -54.0% |
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 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