+71.4%
BTI vs BN
+265.2%
-193.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.6% |
| 7D | -0.2% | -5.2% | +5.0% | +1.3% |
| 30D | -1.1% | -14.5% | +13.4% | +3.2% |
| 3M | -8.8% | -15.0% | +6.2% | -4.8% |
| 6M | -4.0% | -5.4% | +1.5% | -3.1% |
| YTD | +0.4% | -16.4% | +16.8% | +4.4% |
| 1Y | +1.9% | -16.2% | +18.2% | +5.8% |
| 3Y | +108.5% | +67.5% | +41.0% | +67.4% |
| 5Y | +118.5% | +34.1% | +84.4% | +83.8% |
| All | +71.4% | +265.2% | -193.7% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling