+18.4%
BTDR vs WEC
+40.3%
-21.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.8% | -2.9% |
| 7D | +14.8% | +0.4% | +14.4% | +14.9% |
| 30D | +41.8% | +0.9% | +40.9% | +42.0% |
| 3M | -29.2% | -5.3% | -23.9% | -30.0% |
| 6M | +66.2% | -6.6% | +72.7% | +64.3% |
| YTD | +10.0% | +3.3% | +6.7% | +9.2% |
| 1Y | -11.0% | +2.1% | -13.0% | -11.1% |
| All | +18.4% | +40.3% | -21.8% | +15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling