-69.4%
BTDR vs TROW
+17.3%
-86.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.0% | -11.6% | -11.1% |
| 7D | -17.6% | +8.2% | -25.8% | -24.0% |
| 30D | -40.3% | +8.3% | -48.6% | -45.0% |
| 3M | -42.6% | -1.6% | -41.0% | -41.7% |
| 6M | -46.3% | +11.9% | -58.2% | -53.6% |
| YTD | -41.7% | +14.3% | -56.1% | -53.9% |
| 1Y | -69.4% | +17.0% | -86.4% | -76.5% |
| All | -69.4% | +17.3% | -86.7% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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