+15.3%
BTDR vs RRC
+185.6%
-170.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.3% | -6.8% | -6.5% |
| 7D | -3.2% | -1.2% | -2.0% | -3.1% |
| 30D | +32.7% | +3.0% | +29.7% | +32.3% |
| 3M | -28.4% | +7.3% | -35.7% | -29.1% |
| 6M | +51.7% | +3.6% | +48.1% | +50.0% |
| YTD | +2.9% | +19.4% | -16.5% | -0.8% |
| 1Y | -15.5% | +21.4% | -36.9% | -18.5% |
| 3Y | 0.0% | +32.8% | -32.8% | -2.5% |
| 5Y | +16.5% | +152.0% | -135.5% | +13.3% |
| All | +15.3% | +185.6% | -170.3% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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