+19.6%
BTDR vs UUUU
+156.4%
-136.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.0% | +8.7% | +5.0% |
| 7D | -3.4% | -10.5% | +7.1% | -0.7% |
| 30D | +32.6% | -10.5% | +43.1% | +36.4% |
| 3M | -32.2% | -14.1% | -18.1% | -29.5% |
| 6M | +52.4% | -35.5% | +87.8% | +68.6% |
| YTD | +6.7% | -10.9% | +17.6% | +10.7% |
| 1Y | -15.2% | +3.4% | -18.6% | -16.6% |
| 3Y | +14.9% | +73.1% | -58.2% | -2.8% |
| 5Y | +20.8% | +87.1% | -66.3% | +1.0% |
| All | +19.6% | +156.4% | -136.8% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling