+238.8%
RCL vs BTDR
+28.1%
+210.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.5% |
| 7D | -0.5% | +22.4% | -22.9% | -2.1% |
| 30D | -17.3% | +16.5% | -33.8% | -18.7% |
| 3M | -2.8% | -31.5% | +28.7% | -0.8% |
| 6M | -4.4% | +74.0% | -78.4% | -9.7% |
| YTD | -4.2% | +13.0% | -17.2% | -7.4% |
| 1Y | -23.4% | -0.2% | -23.1% | -26.9% |
| 3Y | +179.4% | +9.9% | +169.5% | +142.0% |
| 5Y | +238.8% | +28.1% | +210.6% | +182.6% |
| All | +238.8% | +28.1% | +210.6% | +182.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling