+360.5%
BE vs BTI
+5.0%
+355.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.5% | +6.9% |
| 7D | +20.0% | -1.4% | +21.4% | +19.4% |
| 30D | +7.9% | -6.6% | +14.5% | +5.6% |
| 3M | -13.2% | -3.0% | -10.2% | -16.8% |
| 6M | +53.5% | -6.7% | +60.1% | +50.5% |
| YTD | +191.0% | +0.6% | +190.5% | +172.6% |
| 1Y | +360.5% | +5.6% | +354.9% | +406.3% |
| All | +360.5% | +5.0% | +355.5% | +406.3% |
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