+15.3%
BTDR vs TRI
+1.7%
+13.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.3% | -5.2% | -6.3% |
| 7D | -3.2% | -14.4% | +11.2% | -1.4% |
| 30D | +32.7% | -8.1% | +40.8% | +33.8% |
| 3M | -28.4% | +17.5% | -45.9% | -33.0% |
| 6M | +51.7% | -5.0% | +56.7% | +51.1% |
| YTD | +2.9% | -24.7% | +27.6% | +12.4% |
| 1Y | -15.5% | -41.5% | +26.0% | +4.2% |
| 3Y | 0.0% | -20.3% | +20.3% | +11.5% |
| 5Y | +16.5% | -10.9% | +27.4% | +29.3% |
| All | +15.3% | +1.7% | +13.6% | +29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling