-9.6%
BTDR vs WST
+34.9%
-44.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.4% | -2.6% |
| 7D | +14.8% | -1.7% | +16.5% | +15.7% |
| 30D | +41.8% | -4.3% | +46.1% | +44.8% |
| 3M | -29.2% | +0.7% | -29.9% | -29.2% |
| 6M | +66.2% | +36.0% | +30.2% | +44.4% |
| YTD | +10.0% | +22.7% | -12.8% | -4.4% |
| All | -9.6% | +34.9% | -44.5% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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