+24.7%
BTDR vs WEC
+30.7%
-6.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.8% | -2.8% |
| 7D | +14.8% | +0.4% | +14.4% | +14.9% |
| 30D | +41.8% | +0.9% | +40.9% | +41.9% |
| 3M | -29.2% | -5.3% | -23.9% | -29.7% |
| 6M | +66.2% | -6.6% | +72.7% | +65.1% |
| YTD | +10.0% | +3.3% | +6.7% | +9.7% |
| 1Y | -11.0% | +2.1% | -13.0% | -11.0% |
| 3Y | +6.9% | +39.6% | -32.6% | +9.1% |
| 5Y | +24.7% | +31.2% | -6.5% | +27.6% |
| All | +24.7% | +30.7% | -6.0% | +27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling