+26.7%
BTDR vs SUI
-27.7%
+54.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +2.7% |
| 7D | +22.4% | -3.1% | +25.5% | +23.3% |
| 30D | +16.5% | -2.3% | +18.8% | +17.1% |
| 3M | -31.5% | -2.8% | -28.7% | -31.7% |
| 6M | +74.0% | -12.4% | +86.4% | +79.3% |
| YTD | +13.0% | -3.3% | +16.3% | +13.1% |
| 1Y | -0.2% | -5.8% | +5.6% | +0.4% |
| 3Y | +9.9% | +12.5% | -2.6% | +4.4% |
| 5Y | +28.1% | -32.9% | +61.0% | +21.8% |
| All | +26.7% | -27.7% | +54.4% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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