+71.4%
BTI vs AEIS
+562.2%
-490.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | +0.2% |
| 7D | -0.2% | +2.3% | -2.5% | -0.5% |
| 30D | -1.1% | -14.8% | +13.7% | +0.4% |
| 3M | -8.8% | -15.6% | +6.8% | -8.1% |
| 6M | -4.0% | -8.7% | +4.8% | -4.9% |
| YTD | +0.4% | +37.3% | -37.0% | -6.0% |
| 1Y | +1.9% | +80.3% | -78.4% | -8.3% |
| 3Y | +108.5% | +177.9% | -69.4% | +71.4% |
| 5Y | +118.5% | +235.8% | -117.3% | +69.2% |
| All | +71.4% | +562.2% | -490.8% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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