+6,024.9%
BTI vs BEN
+4,913.3%
+1,111.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -1.8% |
| 7D | -1.4% | +0.2% | -1.6% | -1.5% |
| 30D | -6.6% | -0.5% | -6.1% | -6.6% |
| 3M | -3.0% | +9.7% | -12.7% | -5.1% |
| 6M | -6.7% | +33.9% | -40.6% | -12.6% |
| YTD | +0.6% | +49.0% | -48.4% | -8.1% |
| 1Y | +5.6% | +42.1% | -36.5% | -2.7% |
| 3Y | +110.3% | +51.9% | +58.4% | +87.4% |
| 5Y | +114.3% | +39.0% | +75.2% | +90.4% |
| 10Y | +67.7% | +57.9% | +9.8% | +38.3% |
| All | +6,024.9% | +4,913.3% | +1,111.5% | +2,251.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling