-55.8%
CSGP vs BTDR
-59.5%
+3.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +9.7% | -9.9% | +0.1% |
| 7D | -7.1% | +7.7% | -14.8% | -6.7% |
| 30D | +3.6% | -24.1% | +27.7% | +3.7% |
| 3M | -2.7% | -19.1% | +16.4% | -2.9% |
| 6M | -8.1% | -46.6% | +38.6% | -8.6% |
| YTD | -55.0% | -37.3% | -17.7% | -55.7% |
| 1Y | -55.8% | -53.2% | -2.6% | -56.1% |
| All | -55.8% | -59.5% | +3.7% | -56.1% |
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