+154.4%
TRV vs BTDR
+16.3%
+138.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.0% | +0.5% |
| 7D | -1.5% | -3.2% | +1.7% | -1.5% |
| 30D | -1.8% | +32.7% | -34.5% | -1.7% |
| 3M | +21.6% | -28.4% | +50.0% | +21.6% |
| 6M | +22.5% | +51.7% | -29.3% | +22.3% |
| YTD | +28.1% | +2.9% | +25.3% | +28.0% |
| 1Y | +37.0% | -15.5% | +52.5% | +36.7% |
| 3Y | +141.9% | 0.0% | +141.9% | +140.5% |
| All | +154.4% | +16.3% | +138.0% | +154.4% |
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