+59.7%
DIA vs BTDR
+41.1%
+18.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.6% | +8.8% | +0.5% |
| 7D | +2.1% | -6.9% | +9.0% | +2.4% |
| 30D | +1.5% | -31.5% | +33.0% | +2.8% |
| 3M | -2.4% | -36.1% | +33.7% | -1.2% |
| 6M | +6.0% | -57.6% | +63.6% | +8.4% |
| YTD | +10.1% | -50.0% | +60.1% | +11.1% |
| 1Y | +11.8% | -49.6% | +61.4% | +12.6% |
| 3Y | +59.7% | +48.5% | +11.2% | +51.0% |
| All | +59.7% | +41.1% | +18.7% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling