+16.5%
BTDR vs WWD
+187.1%
-170.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.5% | -5.0% | -5.8% |
| 7D | -3.2% | -2.9% | -0.3% | -1.8% |
| 30D | +32.7% | -6.6% | +39.3% | +36.9% |
| 3M | -28.4% | -9.3% | -19.1% | -24.7% |
| 6M | +51.7% | -13.6% | +65.3% | +63.7% |
| YTD | +2.9% | +10.4% | -7.5% | +0.3% |
| 1Y | -15.5% | +39.9% | -55.3% | -25.1% |
| 3Y | 0.0% | +165.0% | -165.0% | -23.1% |
| 5Y | +16.5% | +183.8% | -167.3% | -12.3% |
| All | +16.5% | +187.1% | -170.6% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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