+26.7%
BTDR vs WU
-55.2%
+81.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.8% | +2.8% |
| 7D | +22.4% | -0.8% | +23.3% | +22.5% |
| 30D | +16.5% | -1.1% | +17.6% | +16.6% |
| 3M | -31.5% | -1.8% | -29.7% | -32.3% |
| 6M | +74.0% | -23.9% | +98.0% | +81.3% |
| YTD | +13.0% | -20.4% | +33.4% | +16.5% |
| 1Y | -0.2% | -10.6% | +10.3% | -0.2% |
| 3Y | +9.9% | -27.7% | +37.6% | +11.6% |
| 5Y | +28.1% | -51.1% | +79.2% | +32.2% |
| All | +26.7% | -55.2% | +81.9% | +28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling