+494.2%
FIX vs BTDR
+41.1%
+453.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.6% | +7.3% | +0.1% |
| 7D | +9.4% | -6.9% | +16.3% | +10.7% |
| 30D | -27.8% | -31.5% | +3.8% | -23.1% |
| 3M | -35.6% | -36.1% | +0.5% | -31.0% |
| 6M | -45.2% | -57.6% | +12.4% | -38.6% |
| YTD | +19.5% | -50.0% | +69.5% | +28.3% |
| 1Y | +24.2% | -49.6% | +73.8% | +32.8% |
| 3Y | +494.2% | +48.5% | +445.6% | +425.5% |
| All | +494.2% | +41.1% | +453.1% | +425.5% |
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