+310.6%
BE vs BTI
+2.8%
+307.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -3.6% |
| 7D | +9.7% | -2.0% | +11.7% | +9.0% |
| 30D | +22.4% | -3.4% | +25.8% | +21.1% |
| 3M | +10.4% | -9.0% | +19.4% | +7.6% |
| 6M | +67.9% | -5.0% | +72.9% | +61.9% |
| YTD | +197.5% | -0.3% | +197.8% | +177.5% |
| 1Y | +310.6% | +3.1% | +307.4% | +346.8% |
| All | +310.6% | +2.8% | +307.8% | +346.8% |
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