+23.8%
BTDR vs ROIV
+253.2%
-229.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.4% | +3.7% |
| 7D | +20.0% | +0.6% | +19.3% | +19.8% |
| 30D | +11.9% | +1.0% | +11.0% | +11.8% |
| 3M | -36.9% | +18.3% | -55.2% | -38.4% |
| 6M | +56.5% | +18.3% | +38.2% | +52.6% |
| YTD | +10.4% | +61.0% | -50.5% | +2.7% |
| 1Y | +3.1% | +177.9% | -174.8% | -10.5% |
| 3Y | -2.6% | +199.1% | -201.7% | -16.7% |
| 5Y | +25.2% | +250.7% | -225.5% | +6.3% |
| All | +23.8% | +253.2% | -229.4% | +5.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling