+19.6%
BTDR vs SPXU
-87.0%
+106.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +2.5% |
| 7D | -3.4% | +2.5% | -5.9% | -2.1% |
| 30D | +32.6% | +4.2% | +28.4% | +35.9% |
| 3M | -32.2% | -9.3% | -23.0% | -33.9% |
| 6M | +52.4% | -30.7% | +83.1% | +36.9% |
| YTD | +6.7% | -28.1% | +34.8% | -0.8% |
| 1Y | -15.2% | -35.2% | +20.0% | -22.7% |
| 3Y | +14.9% | -79.9% | +94.8% | -8.0% |
| 5Y | +20.8% | -86.4% | +107.2% | -3.7% |
| All | +19.6% | -87.0% | +106.6% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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