+127.0%
BTI vs ACI
+17.4%
+109.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.2% | +1.1% |
| 7D | -2.0% | -7.1% | +5.1% | -1.2% |
| 30D | -3.4% | -4.5% | +1.1% | -3.0% |
| 3M | -9.0% | -22.3% | +13.3% | -6.9% |
| 6M | -5.0% | -28.4% | +23.4% | -2.2% |
| YTD | -0.3% | -29.5% | +29.2% | +2.6% |
| 1Y | +3.1% | -34.2% | +37.4% | +6.8% |
| 3Y | +111.0% | -45.7% | +156.6% | +121.8% |
| 5Y | +117.0% | -40.8% | +157.8% | +124.0% |
| All | +127.0% | +17.4% | +109.6% | +121.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling