+15.8%
BTI vs DAR
+59.8%
-44.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | 0.0% |
| 7D | -3.2% | +9.2% | -12.4% | -3.2% |
| 30D | +9.7% | -12.3% | +22.0% | +10.0% |
| 3M | +11.1% | -12.7% | +23.8% | +11.2% |
| 6M | -1.2% | -12.8% | +11.6% | -0.1% |
| YTD | +12.7% | +53.8% | -41.1% | +3.1% |
| 1Y | +15.8% | +60.3% | -44.5% | +5.3% |
| All | +15.8% | +59.8% | -44.0% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling