+55.3%
ON vs BTDR
-13.8%
+69.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.7% | +4.8% | +7.8% |
| 7D | +2.4% | -3.4% | +5.8% | +3.0% |
| 30D | -8.6% | +32.6% | -41.2% | -13.8% |
| 3M | -34.3% | -32.2% | -2.1% | -31.4% |
| 6M | +28.5% | +52.4% | -23.8% | +17.8% |
| YTD | +40.6% | +6.7% | +33.9% | +32.3% |
| 1Y | +55.3% | -15.2% | +70.6% | +52.0% |
| All | +55.3% | -13.8% | +69.1% | +52.0% |
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