+248.5%
ALAB vs BTI
+141.8%
+106.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | +0.3% |
| 7D | -7.5% | -0.1% | -7.3% | -7.3% |
| 30D | -36.8% | +9.6% | -46.4% | -33.6% |
| 3M | -31.9% | +8.3% | -40.2% | -28.1% |
| 6M | +8.2% | +7.5% | +0.7% | +13.6% |
| YTD | +29.9% | +12.3% | +17.7% | +38.2% |
| 1Y | +24.4% | +16.2% | +8.2% | +33.8% |
| All | +248.5% | +141.8% | +106.7% | +516.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling