+20.4%
BTDR vs RVMD
+576.1%
-555.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.7% |
| 7D | -3.4% | -3.0% | -0.4% | -2.9% |
| 30D | +32.6% | -0.7% | +33.3% | +32.8% |
| 3M | -32.2% | +36.5% | -68.8% | -35.5% |
| 6M | +52.4% | +104.6% | -52.3% | +36.3% |
| YTD | +6.7% | +155.8% | -149.1% | -8.2% |
| 1Y | -15.2% | +340.7% | -355.9% | -32.7% |
| 3Y | +14.9% | +519.9% | -505.0% | -12.5% |
| All | +20.4% | +576.1% | -555.6% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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