+406.2%
ASX vs BTI
+114.2%
+292.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.1% |
| 7D | -0.7% | -1.4% | +0.7% | -0.9% |
| 30D | +2.0% | -6.6% | +8.6% | +1.1% |
| 3M | -1.3% | -3.0% | +1.7% | -2.1% |
| 6M | +71.4% | -6.7% | +78.1% | +69.8% |
| YTD | +135.3% | +0.6% | +134.8% | +134.0% |
| 1Y | +267.5% | +5.6% | +261.9% | +267.7% |
| All | +406.2% | +114.2% | +292.0% | +386.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling