+4,909.8%
BTI vs ARWR
-98.4%
+5,008.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | 0.0% |
| 7D | -3.2% | -17.9% | +14.7% | -3.1% |
| 30D | +9.7% | -18.9% | +28.6% | +9.8% |
| 3M | +11.1% | -46.0% | +57.0% | +11.4% |
| 6M | -1.2% | -40.3% | +39.1% | -1.0% |
| YTD | +12.7% | -29.0% | +41.6% | +12.8% |
| 1Y | +15.8% | +13.8% | +2.0% | +15.6% |
| 3Y | +148.9% | +74.9% | +74.0% | +147.1% |
| 5Y | +151.9% | -36.2% | +188.2% | +151.1% |
| 10Y | +124.2% | +1,028.0% | -903.8% | +118.4% |
| All | +4,909.8% | -98.4% | +5,008.2% | +4,401.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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