-69.4%
BTDR vs WCC
+24.5%
-93.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -9.9% | +4.3% | +4.8% |
| 7D | -17.6% | -8.8% | -8.8% | -9.5% |
| 30D | -40.3% | -16.0% | -24.2% | -28.0% |
| 3M | -42.6% | -15.2% | -27.4% | -31.9% |
| 6M | -46.3% | -8.4% | -37.9% | -40.8% |
| YTD | -41.7% | +30.1% | -71.8% | -53.4% |
| 1Y | -69.4% | +26.4% | -95.8% | -75.8% |
| All | -69.4% | +24.5% | -93.9% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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