+789.8%
BTI vs BLDR
+389.5%
+400.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +0.1% |
| 7D | -1.4% | -0.3% | -1.0% | -1.4% |
| 30D | -7.0% | -16.2% | +9.2% | -5.7% |
| 3M | -6.3% | -14.4% | +8.1% | -5.4% |
| 6M | -2.0% | -32.8% | +30.8% | +0.8% |
| YTD | +0.2% | -39.2% | +39.4% | +3.7% |
| 1Y | +3.8% | -57.7% | +61.5% | +10.6% |
| 3Y | +112.1% | -55.3% | +167.3% | +120.8% |
| 5Y | +113.6% | +15.6% | +98.0% | +101.1% |
| 10Y | +69.6% | +359.8% | -290.2% | +36.8% |
| All | +789.8% | +389.5% | +400.3% | +477.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BLDR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling