+10.8%
BTDR vs XPO
+151.2%
-140.4%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.0% | -5.5% | -6.0% |
| 7D | -3.2% | -1.3% | -1.9% | -2.5% |
| 30D | +32.7% | -10.4% | +43.0% | +40.4% |
| 3M | -28.4% | -15.7% | -12.7% | -22.2% |
| 6M | +51.7% | -6.3% | +58.0% | +56.8% |
| YTD | +2.9% | +34.2% | -31.3% | -11.2% |
| 1Y | -15.5% | +39.9% | -55.4% | -29.2% |
| All | +10.8% | +151.2% | -140.4% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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