-52.7%
TEAM vs BTDR
+16.5%
-69.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.5% | +7.5% | +1.4% |
| 7D | -7.8% | -3.2% | -4.6% | -7.6% |
| 30D | +16.5% | +32.7% | -16.1% | +14.4% |
| 3M | +96.2% | -28.4% | +124.6% | +98.4% |
| 6M | +130.2% | +51.7% | +78.5% | +119.4% |
| YTD | +10.7% | +2.9% | +7.9% | +7.5% |
| 1Y | +3.0% | -15.5% | +18.5% | -0.5% |
| 3Y | -13.1% | 0.0% | -13.1% | -23.2% |
| 5Y | -52.7% | +16.5% | -69.2% | -62.2% |
| All | -52.7% | +16.5% | -69.2% | -62.2% |
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 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