+3.1%
BTDR vs TAP
-14.5%
+17.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +3.9% |
| 7D | +20.0% | -2.3% | +22.3% | +19.0% |
| 30D | +11.9% | -2.1% | +14.1% | +11.2% |
| 3M | -36.9% | +6.6% | -43.5% | -35.3% |
| 6M | +56.5% | -11.5% | +68.0% | +57.3% |
| YTD | +10.4% | -10.3% | +20.7% | +13.9% |
| 1Y | +3.1% | -14.4% | +17.5% | +9.7% |
| All | +3.1% | -14.5% | +17.6% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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