+15.3%
BTDR vs SPG
+113.7%
-98.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.1% | -6.6% | -6.5% |
| 7D | -3.2% | -2.2% | -1.0% | -2.1% |
| 30D | +32.7% | -5.8% | +38.4% | +36.5% |
| 3M | -28.4% | -2.8% | -25.6% | -28.2% |
| 6M | +51.7% | +8.9% | +42.8% | +43.1% |
| YTD | +2.9% | +14.3% | -11.4% | -5.7% |
| 1Y | -15.5% | +19.5% | -35.0% | -24.7% |
| 3Y | 0.0% | +106.9% | -106.9% | -20.9% |
| 5Y | +16.5% | +108.7% | -92.3% | -7.8% |
| All | +15.3% | +113.7% | -98.4% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling