+257.6%
ALAB vs BTI
+146.0%
+111.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -1.9% |
| 7D | +16.3% | +1.6% | +14.7% | +17.4% |
| 30D | -26.1% | +9.2% | -35.4% | -22.4% |
| 3M | -31.3% | +9.6% | -40.9% | -27.0% |
| 6M | -1.0% | -2.4% | +1.4% | +3.4% |
| YTD | +33.3% | +14.2% | +19.1% | +43.1% |
| 1Y | +53.5% | +20.3% | +33.2% | +67.5% |
| All | +257.6% | +146.0% | +111.6% | +538.4% |
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