+69.6%
BTI vs ACWI
+226.0%
-156.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | -1.4% | +1.1% | -2.4% | -2.0% |
| 30D | -7.0% | -0.2% | -6.9% | -7.0% |
| 3M | -6.3% | +4.7% | -11.0% | -9.1% |
| 6M | -2.0% | +14.5% | -16.4% | -10.2% |
| YTD | +0.2% | +14.6% | -14.4% | -8.3% |
| 1Y | +3.8% | +21.4% | -17.6% | -8.4% |
| 3Y | +112.1% | +77.6% | +34.5% | +43.5% |
| 5Y | +113.6% | +68.1% | +45.5% | +48.3% |
| 10Y | +69.6% | +226.1% | -156.5% | -32.3% |
| All | +69.6% | +226.0% | -156.4% | -32.3% |
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