+26.7%
BTDR vs XPO
+295.2%
-268.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.7% |
| 7D | +22.4% | +2.7% | +19.7% | +21.6% |
| 30D | +16.5% | -6.2% | +22.6% | +18.4% |
| 3M | -31.5% | -15.4% | -16.1% | -28.6% |
| 6M | +74.0% | +0.7% | +73.3% | +74.4% |
| YTD | +13.0% | +39.8% | -26.8% | +5.7% |
| 1Y | -0.2% | +43.3% | -43.5% | -7.4% |
| 3Y | +9.9% | +166.0% | -156.2% | +1.5% |
| 5Y | +28.1% | +274.2% | -246.1% | +23.1% |
| All | +26.7% | +295.2% | -268.5% | +22.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling