+14.5%
NOW vs BTDR
-53.6%
+68.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +13.3% | -13.7% | -0.7% |
| 7D | -3.0% | -10.4% | +7.4% | -2.8% |
| 30D | -26.0% | -42.2% | +16.1% | -26.4% |
| 3M | -13.1% | -42.8% | +29.7% | -13.4% |
| 6M | +14.5% | -60.2% | +74.7% | +22.2% |
| All | +14.5% | -53.6% | +68.1% | +22.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling