+154.2%
BTI vs AVTR
+0.6%
+153.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.7% |
| 7D | -0.2% | -1.1% | +0.9% | -0.1% |
| 30D | -1.1% | +6.3% | -7.4% | -1.7% |
| 3M | -8.8% | +53.3% | -62.1% | -12.8% |
| 6M | -4.0% | +78.6% | -82.6% | -9.9% |
| YTD | +0.4% | +29.2% | -28.9% | -2.7% |
| 1Y | +1.9% | +13.8% | -11.9% | -0.6% |
| 3Y | +108.5% | -27.4% | +135.9% | +111.4% |
| 5Y | +118.5% | -65.0% | +183.5% | +143.8% |
| All | +154.2% | +0.6% | +153.6% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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