+35.0%
CAH vs BTDR
-69.9%
+104.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.6% | +9.2% | +3.5% |
| 7D | +7.0% | -17.6% | +24.6% | +6.9% |
| 30D | +12.4% | -40.3% | +52.6% | +12.1% |
| 3M | +12.2% | -42.6% | +54.8% | +11.9% |
| 6M | +33.2% | -46.3% | +79.5% | +32.6% |
| YTD | +28.4% | -41.7% | +70.1% | +27.9% |
| 1Y | +35.0% | -69.4% | +104.4% | +34.9% |
| All | +35.0% | -69.9% | +104.9% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling