-57.6%
BTDR vs WCC
-11.8%
-45.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -1.7% | -7.0% | -6.5% |
| 7D | -6.9% | +9.9% | -16.8% | -17.2% |
| 30D | -31.5% | -8.4% | -23.1% | -22.8% |
| 3M | -36.1% | -10.3% | -25.7% | -26.3% |
| 6M | -57.6% | -10.5% | -47.2% | -53.5% |
| All | -57.6% | -11.8% | -45.8% | -53.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling