+16.5%
BTDR vs WCC
+211.6%
-195.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.2% | -3.3% | -4.7% |
| 7D | -3.2% | +1.7% | -4.9% | -3.9% |
| 30D | +32.7% | -6.1% | +38.7% | +37.7% |
| 3M | -28.4% | +3.1% | -31.5% | -28.6% |
| 6M | +51.7% | +28.2% | +23.5% | +36.8% |
| YTD | +2.9% | +41.1% | -38.2% | -11.0% |
| 1Y | -15.5% | +61.3% | -76.8% | -31.3% |
| 3Y | 0.0% | +123.6% | -123.6% | -26.4% |
| 5Y | +16.5% | +214.8% | -198.3% | -14.7% |
| All | +16.5% | +211.6% | -195.2% | -14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling