+34.5%
BBY vs BTI
+24.7%
+9.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.4% | +4.6% | +7.2% |
| 7D | +4.5% | +5.3% | -0.8% | +3.5% |
| 30D | +16.0% | +19.1% | -3.1% | +12.9% |
| 3M | +18.6% | +6.5% | +12.1% | +16.5% |
| 6M | +80.1% | +9.4% | +70.6% | +76.1% |
| YTD | +57.4% | +14.4% | +43.0% | +51.1% |
| 1Y | +34.5% | +23.9% | +10.6% | +18.3% |
| All | +34.5% | +24.7% | +9.8% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling