+113.9%
BTI vs ACWI
+226.8%
-113.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -2.8% |
| 7D | -2.9% | +0.3% | -3.3% | -3.2% |
| 30D | +8.3% | -2.8% | +11.1% | +9.9% |
| 3M | +2.9% | -3.2% | +6.0% | +4.5% |
| 6M | +6.2% | +1.3% | +4.9% | +4.6% |
| YTD | +10.9% | +11.2% | -0.3% | +3.1% |
| 1Y | +16.6% | +13.8% | +2.8% | +6.9% |
| 3Y | +142.2% | +76.2% | +66.0% | +64.1% |
| 5Y | +151.3% | +59.5% | +91.8% | +80.5% |
| 10Y | +113.9% | +222.2% | -108.3% | -15.1% |
| All | +113.9% | +226.8% | -113.0% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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