+262,336.6%
AMZN vs BTI
+2,930.1%
+259,406.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +0.8% | -1.4% | +2.2% | +1.1% |
| 30D | -6.4% | -7.0% | +0.7% | -5.1% |
| 3M | +4.8% | -6.3% | +11.1% | +5.8% |
| 6M | +20.5% | -2.0% | +22.5% | +20.3% |
| YTD | +11.3% | +0.2% | +11.1% | +10.5% |
| 1Y | +9.0% | +3.8% | +5.2% | +7.3% |
| 3Y | +85.9% | +112.1% | -26.2% | +56.2% |
| 5Y | +45.8% | +113.6% | -67.8% | +21.6% |
| 10Y | +555.5% | +69.6% | +485.9% | +457.2% |
| All | +262,336.6% | +2,930.1% | +259,406.5% | +187,362.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling