+147.4%
BTI vs BEN
+86.4%
+61.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +0.9% | +1.4% |
| 7D | +1.6% | +6.8% | -5.1% | +1.2% |
| 30D | +9.2% | +18.0% | -8.8% | +8.0% |
| 3M | +9.6% | +7.5% | +2.2% | +9.1% |
| 6M | -2.4% | +14.7% | -17.2% | -3.6% |
| YTD | +14.2% | +56.1% | -41.9% | +9.8% |
| 1Y | +20.3% | +69.6% | -49.3% | +14.8% |
| 3Y | +147.4% | +87.7% | +59.7% | +135.8% |
| All | +147.4% | +86.4% | +61.1% | +135.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling