+34.4%
URI vs BTDR
-48.4%
+82.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -8.6% | +7.4% | -0.3% |
| 7D | +6.7% | -6.9% | +13.6% | +7.5% |
| 30D | +8.9% | -31.5% | +40.4% | +12.6% |
| 3M | +0.5% | -36.1% | +36.6% | +4.2% |
| 6M | +20.7% | -57.6% | +78.3% | +28.1% |
| YTD | +40.0% | -50.0% | +90.1% | +42.0% |
| 1Y | +34.4% | -49.6% | +84.0% | +35.3% |
| All | +34.4% | -48.4% | +82.8% | +35.3% |
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