+384.5%
ALAB vs BTI
+112.6%
+271.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.5% | +5.5% | +3.5% |
| 7D | +9.6% | -2.4% | +12.1% | +8.7% |
| 30D | -5.3% | -4.8% | -0.5% | -6.9% |
| 3M | -12.0% | -8.1% | -3.9% | -14.2% |
| 6M | +145.7% | -4.2% | +149.9% | +141.5% |
| YTD | +80.7% | -1.3% | +82.0% | +79.1% |
| 1Y | +40.1% | +2.1% | +38.0% | +40.1% |
| All | +384.5% | +112.6% | +271.9% | +698.8% |
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