+26.7%
BTDR vs SPXU
-87.1%
+113.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +3.2% |
| 7D | +22.4% | -1.5% | +23.9% | +21.7% |
| 30D | +16.5% | +3.7% | +12.7% | +19.0% |
| 3M | -31.5% | -9.6% | -21.9% | -33.1% |
| 6M | +74.0% | -32.4% | +106.4% | +54.5% |
| YTD | +13.0% | -28.7% | +41.7% | +4.5% |
| 1Y | -0.2% | -38.2% | +38.0% | -10.8% |
| 3Y | +9.9% | -80.4% | +90.3% | -12.5% |
| 5Y | +28.1% | -86.0% | +114.1% | +1.3% |
| All | +26.7% | -87.1% | +113.8% | +1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling