+319.1%
DELL vs BTDR
-4.8%
+323.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | +0.8% |
| 7D | +14.9% | +20.0% | -5.1% | +11.4% |
| 30D | +13.3% | +11.9% | +1.3% | +10.3% |
| 3M | +24.4% | -36.9% | +61.3% | +29.7% |
| 6M | +258.0% | +56.5% | +201.5% | +230.9% |
| YTD | +320.2% | +10.4% | +309.8% | +302.9% |
| 1Y | +319.1% | +3.1% | +316.0% | +317.0% |
| All | +319.1% | -4.8% | +323.8% | +317.0% |
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