+10.8%
BTDR vs TRU
-2.2%
+13.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.1% | -6.4% | -6.4% |
| 7D | -3.2% | -9.4% | +6.2% | +2.1% |
| 30D | +32.7% | -4.1% | +36.8% | +35.4% |
| 3M | -28.4% | +13.6% | -42.0% | -36.7% |
| 6M | +51.7% | +3.6% | +48.1% | +42.0% |
| YTD | +2.9% | -9.8% | +12.7% | +3.7% |
| 1Y | -15.5% | -13.6% | -1.8% | -13.2% |
| All | +10.8% | -2.2% | +13.0% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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