-69.4%
BTDR vs SONY
-6.4%
-63.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.2% | -7.8% | -5.4% |
| 7D | -17.6% | +2.9% | -20.4% | -17.2% |
| 30D | -40.3% | +10.2% | -50.5% | -39.9% |
| 3M | -42.6% | +16.1% | -58.7% | -42.6% |
| 6M | -46.3% | +32.1% | -78.4% | -49.9% |
| YTD | -41.7% | +1.4% | -43.1% | -48.2% |
| 1Y | -69.4% | -7.0% | -62.4% | -73.4% |
| All | -69.4% | -6.4% | -63.0% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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