+3.1%
BTDR vs URA
+17.2%
-14.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.2% | +3.2% |
| 7D | +20.0% | +1.1% | +18.9% | +19.0% |
| 30D | +11.9% | +7.4% | +4.5% | +5.2% |
| 3M | -36.9% | -8.4% | -28.5% | -31.0% |
| 6M | +56.5% | -12.7% | +69.2% | +77.5% |
| YTD | +10.4% | +7.8% | +2.6% | +5.8% |
| 1Y | +3.1% | +19.5% | -16.4% | +25.0% |
| All | +3.1% | +17.2% | -14.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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