+3,359.6%
BTI vs AEIS
+2,641.0%
+718.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.1% | -0.5% |
| 7D | -1.4% | +8.1% | -9.5% | -1.8% |
| 30D | -7.0% | -11.1% | +4.1% | -6.5% |
| 3M | -6.3% | -5.6% | -0.7% | -6.6% |
| 6M | -2.0% | -0.6% | -1.3% | -2.8% |
| YTD | +0.2% | +38.0% | -37.8% | -2.7% |
| 1Y | +3.8% | +87.2% | -83.4% | -1.2% |
| 3Y | +112.1% | +179.7% | -67.6% | +94.9% |
| 5Y | +113.6% | +241.7% | -128.1% | +92.4% |
| 10Y | +69.6% | +547.2% | -477.6% | +44.5% |
| All | +3,359.6% | +2,641.0% | +718.6% | +2,459.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling