+3.1%
BTDR vs RRX
+14.9%
-11.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.8% | +3.8% |
| 7D | +20.0% | +3.4% | +16.5% | +17.3% |
| 30D | +11.9% | -11.1% | +23.1% | +22.0% |
| 3M | -36.9% | -23.7% | -13.2% | -24.8% |
| 6M | +56.5% | -22.0% | +78.5% | +81.3% |
| YTD | +10.4% | +16.5% | -6.0% | +5.9% |
| 1Y | +3.1% | +11.5% | -8.4% | +1.3% |
| All | +3.1% | +14.9% | -11.8% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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