+366.0%
WDC vs BTDR
-13.8%
+379.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.7% | -6.7% | -3.9% |
| 7D | -4.3% | -3.4% | -0.9% | -3.5% |
| 30D | -1.5% | +32.6% | -34.1% | -9.4% |
| 3M | -15.5% | -32.2% | +16.8% | -10.1% |
| 6M | +66.5% | +52.4% | +14.1% | +47.2% |
| YTD | +159.9% | +6.7% | +153.2% | +140.0% |
| 1Y | +366.0% | -15.2% | +381.2% | +314.2% |
| All | +366.0% | -13.8% | +379.7% | +314.2% |
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 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