+19.6%
BTDR vs RUN
-83.0%
+102.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.8% |
| 7D | -3.4% | -3.7% | +0.3% | -2.8% |
| 30D | +32.6% | -13.0% | +45.6% | +35.3% |
| 3M | -32.2% | -31.8% | -0.4% | -28.3% |
| 6M | +52.4% | -32.2% | +84.6% | +61.4% |
| YTD | +6.7% | -53.5% | +60.2% | +16.9% |
| 1Y | -15.2% | -46.5% | +31.3% | -8.7% |
| 3Y | +14.9% | -37.6% | +52.5% | +9.0% |
| 5Y | +20.8% | -80.9% | +101.6% | +14.5% |
| All | +19.6% | -83.0% | +102.6% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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