+24.7%
BTDR vs RVTY
-34.2%
+58.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.1% | -1.4% |
| 7D | +14.8% | -5.4% | +20.2% | +18.1% |
| 30D | +41.8% | +6.7% | +35.1% | +37.6% |
| 3M | -29.2% | +19.0% | -48.2% | -35.5% |
| 6M | +66.2% | +34.6% | +31.5% | +42.8% |
| YTD | +10.0% | +28.3% | -18.3% | -3.2% |
| 1Y | -11.0% | +46.0% | -57.0% | -25.9% |
| 3Y | +6.9% | +16.9% | -9.9% | -5.5% |
| 5Y | +24.7% | -32.9% | +57.6% | +10.4% |
| All | +24.7% | -34.2% | +58.9% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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