+2,535.1%
BTI vs BB
+258.8%
+2,276.3%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.4% | -5.6% | +4.2% | -1.2% |
| 30D | -6.6% | -11.8% | +5.2% | -6.2% |
| 3M | -3.0% | -25.5% | +22.5% | -2.3% |
| 6M | -6.7% | +121.3% | -127.9% | -10.1% |
| YTD | +0.6% | +103.2% | -102.6% | -2.9% |
| 1Y | +5.6% | +102.6% | -97.0% | +1.9% |
| 3Y | +110.3% | +37.5% | +72.8% | +103.2% |
| 5Y | +114.3% | -30.4% | +144.7% | +110.3% |
| 10Y | +67.7% | 0.0% | +67.7% | +56.3% |
| All | +2,535.1% | +258.8% | +2,276.3% | +2,406.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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