-15.5%
BTDR vs WEC
+0.7%
-16.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.8% | -5.7% | -6.9% |
| 7D | -3.2% | -1.3% | -1.9% | -3.8% |
| 30D | +32.7% | -0.4% | +33.1% | +32.0% |
| 3M | -28.4% | -6.8% | -21.6% | -30.9% |
| 6M | +51.7% | -6.4% | +58.1% | +46.7% |
| YTD | +2.9% | +2.5% | +0.4% | -6.8% |
| 1Y | -15.5% | -0.4% | -15.1% | -15.8% |
| All | -15.5% | +0.7% | -16.1% | -15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling