+19.6%
BTDR vs WEC
+30.7%
-11.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -3.4% | -0.6% | -2.8% | -3.5% |
| 30D | +32.6% | -2.6% | +35.2% | +32.2% |
| 3M | -32.2% | -6.0% | -26.2% | -32.8% |
| 6M | +52.4% | -5.4% | +57.8% | +51.3% |
| YTD | +6.7% | +2.5% | +4.2% | +6.3% |
| 1Y | -15.2% | -0.7% | -14.5% | -15.5% |
| 3Y | +14.9% | +38.7% | -23.8% | +17.1% |
| 5Y | +20.8% | +31.7% | -10.9% | +23.7% |
| All | +19.6% | +30.7% | -11.1% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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