-11.0%
BTDR vs RY
+45.1%
-56.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.6% | -0.3% |
| 7D | +14.8% | -0.5% | +15.3% | +16.3% |
| 30D | +41.8% | -1.9% | +43.7% | +47.0% |
| 3M | -29.2% | +5.1% | -34.3% | -38.7% |
| 6M | +66.2% | +28.2% | +38.0% | -14.6% |
| YTD | +10.0% | +22.9% | -12.9% | -36.5% |
| 1Y | -11.0% | +45.5% | -56.5% | -68.6% |
| All | -11.0% | +45.1% | -56.1% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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