+28,084.6%
AVGO vs BTI
+423.2%
+27,661.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.3% | +10.1% | +9.3% |
| 7D | -0.9% | -2.9% | +2.1% | +0.1% |
| 30D | -11.6% | +8.3% | -19.9% | -14.6% |
| 3M | -25.2% | +2.9% | -28.1% | -26.5% |
| 6M | -25.4% | +6.2% | -31.7% | -28.7% |
| YTD | -7.2% | +10.9% | -18.1% | -13.2% |
| 1Y | -7.9% | +16.6% | -24.5% | -15.5% |
| 3Y | +262.1% | +142.2% | +119.9% | +132.8% |
| 5Y | +525.7% | +151.3% | +374.4% | +286.3% |
| 10Y | +2,300.3% | +113.9% | +2,186.4% | +1,408.8% |
| All | +28,084.6% | +423.2% | +27,661.4% | +9,906.2% |
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