+24.7%
BTDR vs RRC
+154.4%
-129.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | +14.8% | -1.7% | +16.5% | +15.0% |
| 30D | +41.8% | +3.6% | +38.2% | +41.3% |
| 3M | -29.2% | +8.8% | -38.0% | -30.1% |
| 6M | +66.2% | +0.8% | +65.4% | +64.8% |
| YTD | +10.0% | +19.0% | -9.0% | +5.9% |
| 1Y | -11.0% | +22.9% | -33.9% | -14.4% |
| 3Y | +6.9% | +32.3% | -25.4% | +4.2% |
| 5Y | +24.7% | +151.6% | -126.9% | +21.9% |
| All | +24.7% | +154.4% | -129.7% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling