+66.2%
BTDR vs RSG
-2.5%
+68.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -1.9% |
| 7D | +14.8% | 0.0% | +14.8% | +14.6% |
| 30D | +41.8% | +3.7% | +38.1% | +52.7% |
| 3M | -29.2% | +6.2% | -35.3% | -19.6% |
| 6M | +66.2% | -2.8% | +68.9% | +81.0% |
| All | +66.2% | -2.5% | +68.7% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 6mo: compounded portfolio wealth divided by compounded RSG 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…
6mo analysis · Full analysis span regression · 6 months rolling