+14.9%
BTDR vs WU
-28.7%
+43.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.5% |
| 7D | -3.4% | -3.5% | +0.1% | -2.2% |
| 30D | +32.6% | -2.9% | +35.5% | +33.7% |
| 3M | -32.2% | -2.3% | -30.0% | -34.2% |
| 6M | +52.4% | -25.4% | +77.7% | +68.5% |
| YTD | +6.7% | -21.2% | +27.9% | +14.2% |
| 1Y | -15.2% | -8.9% | -6.4% | -17.8% |
| 3Y | +14.9% | -29.0% | +43.9% | +19.4% |
| All | +14.9% | -28.7% | +43.6% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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