+3.1%
BTDR vs WCN
-8.7%
+11.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +3.0% |
| 7D | +20.0% | -0.6% | +20.6% | +19.2% |
| 30D | +11.9% | +0.4% | +11.5% | +12.3% |
| 3M | -36.9% | +7.3% | -44.3% | -34.6% |
| 6M | +56.5% | -2.5% | +59.0% | +58.9% |
| YTD | +10.4% | -5.4% | +15.8% | +7.1% |
| 1Y | +3.1% | -8.5% | +11.5% | +8.5% |
| All | +3.1% | -8.7% | +11.8% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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