+72,989.8%
BBY vs BTI
+6,041.1%
+66,948.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.9% |
| 7D | +0.6% | -0.2% | +0.8% | +0.6% |
| 30D | +9.4% | -1.1% | +10.5% | +9.7% |
| 3M | +19.3% | -8.8% | +28.1% | +21.5% |
| 6M | +47.9% | -4.0% | +51.9% | +48.5% |
| YTD | +39.6% | +0.4% | +39.2% | +38.6% |
| 1Y | +22.2% | +1.9% | +20.3% | +20.8% |
| 3Y | +45.0% | +108.5% | -63.5% | +21.6% |
| 5Y | +2.6% | +118.5% | -116.0% | -15.3% |
| 10Y | +250.5% | +75.1% | +175.4% | +195.9% |
| All | +72,989.8% | +6,041.1% | +66,948.7% | +36,612.6% |
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