+23.9%
BTI vs BEN
+56.2%
-32.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.7% | -1.3% | +3.1% |
| 7D | +5.3% | +6.7% | -1.4% | +4.9% |
| 30D | +19.1% | +3.0% | +16.1% | +18.8% |
| 3M | +6.5% | -4.3% | +10.9% | +6.7% |
| 6M | +9.4% | +16.4% | -6.9% | +7.6% |
| YTD | +14.4% | +46.8% | -32.4% | +10.0% |
| 1Y | +23.9% | +57.3% | -33.5% | +17.9% |
| All | +23.9% | +56.2% | -32.4% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling