+8,164.6%
AMD vs BTI
+124.3%
+8,040.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.2% |
| 7D | +13.1% | -3.0% | +16.2% | +13.7% |
| 30D | -7.0% | +9.8% | -16.7% | -9.3% |
| 3M | +16.6% | +9.2% | +7.4% | +13.5% |
| 6M | +20.5% | +4.0% | +16.5% | +17.5% |
| YTD | +158.2% | +12.7% | +145.5% | +145.5% |
| 1Y | +132.8% | +15.9% | +116.8% | +119.3% |
| 3Y | +366.2% | +148.9% | +217.3% | +235.4% |
| 5Y | +278.7% | +152.8% | +125.9% | +167.4% |
| 10Y | +8,164.6% | +124.2% | +8,040.3% | +6,213.7% |
| All | +8,164.6% | +124.3% | +8,040.3% | +6,213.7% |
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