+19.6%
BTDR vs TRI
+3.5%
+16.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.5% |
| 7D | -3.4% | -7.9% | +4.5% | -2.5% |
| 30D | +32.6% | -4.5% | +37.1% | +33.1% |
| 3M | -32.2% | +22.1% | -54.3% | -37.1% |
| 6M | +52.4% | -2.8% | +55.1% | +51.1% |
| YTD | +6.7% | -23.4% | +30.1% | +16.3% |
| 1Y | -15.2% | -41.5% | +26.3% | +5.2% |
| 3Y | +14.9% | -19.2% | +34.1% | +28.0% |
| 5Y | +20.8% | -9.4% | +30.2% | +33.8% |
| All | +19.6% | +3.5% | +16.1% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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