+14.9%
BTDR vs SIRI
-22.6%
+37.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.4% |
| 7D | -3.4% | +0.6% | -3.9% | -3.6% |
| 30D | +32.6% | +2.5% | +30.1% | +31.3% |
| 3M | -32.2% | +6.6% | -38.9% | -34.5% |
| 6M | +52.4% | +32.9% | +19.5% | +36.2% |
| YTD | +6.7% | +50.5% | -43.8% | -10.2% |
| 1Y | -15.2% | +28.0% | -43.2% | -24.2% |
| 3Y | +14.9% | -22.4% | +37.3% | +7.5% |
| All | +14.9% | -22.6% | +37.5% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 3y: compounded portfolio wealth divided by compounded SIRI 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…
3y analysis · Full analysis span regression · 6 months rolling