+5,475.5%
BTI vs DAR
+1,499.7%
+3,975.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.3% |
| 7D | +1.6% | +11.6% | -9.9% | +1.1% |
| 30D | +9.2% | -10.2% | +19.5% | +9.7% |
| 3M | +9.6% | -14.8% | +24.5% | +10.3% |
| 6M | -2.4% | -10.1% | +7.6% | -2.2% |
| YTD | +14.2% | +55.5% | -41.3% | +11.7% |
| 1Y | +20.3% | +61.7% | -41.4% | +17.4% |
| 3Y | +147.4% | +37.2% | +110.2% | +141.4% |
| 5Y | +155.4% | -26.9% | +182.4% | +155.0% |
| 10Y | +127.3% | +314.4% | -187.1% | +110.1% |
| All | +5,475.5% | +1,499.7% | +3,975.8% | +5,241.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling