+28.1%
BTDR vs URA
+131.0%
-102.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.8% | +0.6% |
| 7D | +22.4% | +8.1% | +14.3% | +17.5% |
| 30D | +16.5% | +5.8% | +10.7% | +13.6% |
| 3M | -31.5% | +3.4% | -34.9% | -31.6% |
| 6M | +74.0% | -2.6% | +76.7% | +81.1% |
| YTD | +13.0% | +11.2% | +1.9% | +11.6% |
| 1Y | -0.2% | +19.8% | -20.1% | -3.5% |
| 3Y | +9.9% | +121.5% | -111.6% | -9.2% |
| 5Y | +28.1% | +134.5% | -106.3% | +5.1% |
| All | +28.1% | +131.0% | -102.9% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling