+25.2%
BTDR vs SUI
-32.0%
+57.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.3% | +4.0% |
| 7D | +20.0% | -2.8% | +22.8% | +20.7% |
| 30D | +11.9% | -1.2% | +13.1% | +12.3% |
| 3M | -36.9% | -1.7% | -35.2% | -37.3% |
| 6M | +56.5% | -10.5% | +67.0% | +60.4% |
| YTD | +10.4% | -1.8% | +12.3% | +10.1% |
| 1Y | +3.1% | -4.1% | +7.2% | +3.3% |
| 3Y | -2.6% | +11.3% | -13.9% | -7.7% |
| All | +25.2% | -32.0% | +57.2% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling