+30,513.3%
AVGO vs BTI
+438.9%
+30,074.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.4% | -6.2% | -5.3% |
| 7D | +18.2% | +1.6% | +16.5% | +17.4% |
| 30D | +0.2% | +9.2% | -9.0% | -3.5% |
| 3M | -16.8% | +9.6% | -26.4% | -20.2% |
| 6M | -16.5% | -2.4% | -14.0% | -17.0% |
| YTD | +0.8% | +14.2% | -13.4% | -6.7% |
| 1Y | +2.8% | +20.3% | -17.5% | -6.9% |
| 3Y | +278.5% | +147.4% | +131.1% | +141.9% |
| 5Y | +573.1% | +155.4% | +417.6% | +313.7% |
| 10Y | +2,598.7% | +127.3% | +2,471.3% | +1,547.5% |
| All | +30,513.3% | +438.9% | +30,074.4% | +10,650.6% |
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