+23.8%
BTDR vs WEC
+31.5%
-7.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.7% | +3.9% |
| 7D | +20.0% | -0.3% | +20.2% | +19.9% |
| 30D | +11.9% | -1.3% | +13.2% | +11.7% |
| 3M | -36.9% | -3.9% | -33.0% | -37.3% |
| 6M | +56.5% | -8.3% | +64.8% | +55.3% |
| YTD | +10.4% | +3.1% | +7.4% | +10.1% |
| 1Y | +3.1% | +1.9% | +1.1% | +3.0% |
| 3Y | -2.6% | +41.9% | -44.5% | -0.5% |
| 5Y | +25.2% | +30.8% | -5.6% | +28.3% |
| All | +23.8% | +31.5% | -7.7% | +26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling