+23.3%
BTDR vs TRU
-33.1%
+56.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.4% |
| 7D | +14.8% | -6.5% | +21.3% | +17.8% |
| 30D | +41.8% | -2.5% | +44.3% | +42.9% |
| 3M | -29.2% | +10.4% | -39.5% | -33.9% |
| 6M | +66.2% | +1.6% | +64.5% | +60.6% |
| YTD | +10.0% | -9.7% | +19.7% | +10.8% |
| 1Y | -11.0% | -17.3% | +6.3% | -7.3% |
| 3Y | +6.9% | -1.8% | +8.8% | +2.8% |
| 5Y | +24.7% | -36.2% | +60.9% | +18.0% |
| All | +23.3% | -33.1% | +56.4% | +17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling