+3,552.3%
ASX vs BTI
+3,283.3%
+269.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | -0.7% | -1.4% | +0.7% | -0.3% |
| 30D | +2.0% | -6.6% | +8.6% | +3.8% |
| 3M | -1.3% | -3.0% | +1.7% | -1.5% |
| 6M | +71.4% | -6.7% | +78.1% | +72.5% |
| YTD | +135.3% | +0.6% | +134.8% | +131.4% |
| 1Y | +267.5% | +5.6% | +261.9% | +255.3% |
| 3Y | +388.5% | +110.3% | +278.2% | +273.2% |
| 5Y | +417.1% | +114.3% | +302.8% | +290.2% |
| 10Y | +872.7% | +67.7% | +805.1% | +663.7% |
| All | +3,552.3% | +3,283.3% | +269.0% | +3,125.7% |
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 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