+27.4%
WMT vs BTDR
-69.9%
+97.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.6% | +9.1% | +3.2% |
| 7D | +8.8% | -17.6% | +26.3% | +8.2% |
| 30D | +22.9% | -40.3% | +63.2% | +21.5% |
| 3M | +16.1% | -42.6% | +58.7% | +15.0% |
| 6M | -0.5% | -46.3% | +45.8% | -1.4% |
| YTD | +16.7% | -41.7% | +58.4% | +14.6% |
| 1Y | +27.4% | -69.4% | +96.8% | +27.6% |
| All | +27.4% | -69.9% | +97.2% | +27.6% |
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