+4,922.4%
BTI vs BWA
+3,424.3%
+1,498.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | 0.0% |
| 7D | -1.4% | +4.3% | -5.7% | -2.1% |
| 30D | -7.0% | -2.9% | -4.1% | -6.7% |
| 3M | -6.3% | -12.4% | +6.1% | -4.6% |
| 6M | -2.0% | +28.6% | -30.5% | -6.8% |
| YTD | +0.2% | +48.2% | -48.0% | -7.6% |
| 1Y | +3.8% | +50.9% | -47.1% | -4.7% |
| 3Y | +112.1% | +72.2% | +39.9% | +86.9% |
| 5Y | +113.6% | +91.1% | +22.5% | +82.1% |
| 10Y | +69.6% | +144.0% | -74.4% | +33.1% |
| All | +4,922.4% | +3,424.3% | +1,498.1% | +2,744.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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