+18.4%
BROS vs FTI
+1,010.3%
-991.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -2.6% |
| 7D | -6.1% | -5.6% | -0.4% | -4.6% |
| 30D | -12.4% | +0.4% | -12.8% | -12.5% |
| 3M | -27.9% | +8.1% | -36.1% | -30.0% |
| 6M | -16.8% | +16.7% | -33.5% | -21.4% |
| YTD | -29.0% | +70.0% | -99.0% | -40.0% |
| 1Y | -33.2% | +85.4% | -118.6% | -45.2% |
| 3Y | +56.8% | +265.9% | -209.2% | +2.8% |
| All | +18.4% | +1,010.3% | -991.9% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FTI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling