-39.6%
BTDR vs SUI
-26.3%
-13.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -1.5% | +14.7% | +13.5% |
| 7D | -10.4% | +6.2% | -16.6% | -11.5% |
| 30D | -42.2% | +8.6% | -50.7% | -43.5% |
| 3M | -42.8% | +1.0% | -43.8% | -43.1% |
| 6M | -60.2% | -2.6% | -57.6% | -60.4% |
| YTD | -46.3% | -0.1% | -46.2% | -46.9% |
| 1Y | -71.7% | +0.5% | -72.1% | -72.0% |
| 3Y | +54.6% | +15.3% | +39.4% | +44.5% |
| All | -39.6% | -26.3% | -13.3% | -43.1% |
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