-0.2%
BTDR vs SUI
-5.1%
+4.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +1.9% |
| 7D | +22.4% | -3.1% | +25.5% | +21.5% |
| 30D | +16.5% | -2.3% | +18.8% | +15.6% |
| 3M | -31.5% | -2.8% | -28.7% | -33.1% |
| 6M | +74.0% | -12.4% | +86.4% | +78.7% |
| YTD | +13.0% | -3.3% | +16.3% | +13.2% |
| 1Y | -0.2% | -5.8% | +5.6% | +2.5% |
| All | -0.2% | -5.1% | +4.8% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling