+19.6%
BTDR vs TRGP
+660.9%
-641.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.8% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | +32.6% | +8.0% | +24.6% | +30.3% |
| 3M | -32.2% | +8.3% | -40.5% | -33.9% |
| 6M | +52.4% | +23.9% | +28.4% | +42.0% |
| YTD | +6.7% | +59.6% | -52.9% | -7.6% |
| 1Y | -15.2% | +79.4% | -94.7% | -29.1% |
| 3Y | +14.9% | +269.4% | -254.5% | +5.2% |
| 5Y | +20.8% | +641.6% | -620.9% | +11.5% |
| All | +19.6% | +660.9% | -641.3% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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