+16.5%
BTDR vs SPXU
-85.5%
+102.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.8% | -8.3% | -5.5% |
| 7D | -3.2% | +6.4% | -9.5% | 0.0% |
| 30D | +32.7% | +5.9% | +26.7% | +37.2% |
| 3M | -28.4% | -11.7% | -16.7% | -30.9% |
| 6M | +51.7% | -28.7% | +80.4% | +38.1% |
| YTD | +2.9% | -26.4% | +29.2% | -3.3% |
| 1Y | -15.5% | -35.2% | +19.8% | -22.7% |
| 3Y | 0.0% | -79.8% | +79.8% | -19.1% |
| 5Y | +16.5% | -86.1% | +102.5% | -6.2% |
| All | +16.5% | -85.5% | +102.0% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling