+14.9%
BTDR vs TRI
-18.9%
+33.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.6% |
| 7D | -3.4% | -7.9% | +4.5% | -2.7% |
| 30D | +32.6% | -4.5% | +37.1% | +33.0% |
| 3M | -32.2% | +22.1% | -54.3% | -37.2% |
| 6M | +52.4% | -2.8% | +55.1% | +52.5% |
| YTD | +6.7% | -23.4% | +30.1% | +22.1% |
| 1Y | -15.2% | -41.5% | +26.3% | +17.1% |
| 3Y | +14.9% | -19.2% | +34.1% | +42.7% |
| All | +14.9% | -18.9% | +33.8% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling