-16.0%
TEAM vs BTDR
+4.4%
-20.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.7% | -0.2% |
| 7D | -5.2% | -3.4% | -1.8% | -5.0% |
| 30D | +15.8% | +32.6% | -16.8% | +13.1% |
| 3M | +101.5% | -32.2% | +133.7% | +105.5% |
| 6M | +138.2% | +52.4% | +85.8% | +124.3% |
| YTD | +10.8% | +6.7% | +4.1% | +6.5% |
| 1Y | +1.7% | -15.2% | +16.9% | -2.7% |
| 3Y | -16.0% | +14.9% | -30.9% | -31.8% |
| All | -16.0% | +4.4% | -20.4% | -31.8% |
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