+6,024.9%
BTI vs BN
+15,251.3%
-9,226.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -1.4% | -2.5% | +1.1% | -0.8% |
| 30D | -6.6% | -9.5% | +2.9% | -4.5% |
| 3M | -3.0% | -10.4% | +7.4% | -0.7% |
| 6M | -6.7% | -6.4% | -0.3% | -5.7% |
| YTD | +0.6% | -11.9% | +12.4% | +2.8% |
| 1Y | +5.6% | -8.6% | +14.2% | +6.8% |
| 3Y | +110.3% | +77.6% | +32.8% | +77.3% |
| 5Y | +114.3% | +37.0% | +77.2% | +88.4% |
| 10Y | +67.7% | +266.4% | -198.7% | +15.1% |
| All | +6,024.9% | +15,251.3% | -9,226.5% | +2,653.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling