+321.4%
BTI vs ACWI
+356.8%
-35.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.4% | +0.5% | -1.9% | -1.7% |
| 30D | -6.6% | +0.9% | -7.5% | -7.2% |
| 3M | -3.0% | +2.4% | -5.4% | -4.9% |
| 6M | -6.7% | +12.4% | -19.1% | -14.1% |
| YTD | +0.6% | +15.2% | -14.6% | -9.0% |
| 1Y | +5.6% | +22.7% | -17.1% | -8.5% |
| 3Y | +110.3% | +75.8% | +34.5% | +40.4% |
| 5Y | +114.3% | +67.7% | +46.5% | +45.4% |
| 10Y | +67.7% | +229.0% | -161.3% | -30.1% |
| All | +321.4% | +356.8% | -35.4% | +36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling