+28.1%
BTDR vs ROIV
+316.9%
-288.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +18.8% | -16.4% | -1.2% |
| 7D | +22.4% | +20.2% | +2.3% | +17.9% |
| 30D | +16.5% | +14.1% | +2.3% | +13.4% |
| 3M | -31.5% | +45.6% | -77.1% | -35.9% |
| 6M | +74.0% | +44.1% | +29.9% | +63.1% |
| YTD | +13.0% | +91.2% | -78.1% | +1.5% |
| 1Y | -0.2% | +221.3% | -221.5% | -16.1% |
| 3Y | +9.9% | +229.2% | -219.3% | -9.2% |
| 5Y | +28.1% | +316.5% | -288.4% | +4.8% |
| All | +28.1% | +316.9% | -288.8% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling