+6,351.7%
AMD vs BTI
+115.4%
+6,236.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.5% | +14.5% | +11.8% |
| 7D | -11.0% | -1.0% | -10.0% | -11.0% |
| 30D | -30.5% | +13.0% | -43.4% | -32.8% |
| 3M | -8.2% | +5.3% | -13.6% | -9.9% |
| 6M | +6.6% | +5.3% | +1.3% | +3.4% |
| YTD | +109.7% | +12.4% | +97.3% | +99.2% |
| 1Y | +88.9% | +18.9% | +70.0% | +76.2% |
| 3Y | +301.8% | +144.0% | +157.8% | +187.9% |
| 5Y | +229.4% | +156.3% | +73.1% | +128.4% |
| All | +6,351.7% | +115.4% | +6,236.3% | +4,073.2% |
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