+4,808.0%
BTI vs DAR
+1,762.6%
+3,045.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -1.1% |
| 7D | -1.4% | +1.4% | -2.7% | -1.5% |
| 30D | -6.6% | +12.8% | -19.4% | -7.2% |
| 3M | -3.0% | +7.4% | -10.4% | -3.4% |
| 6M | -6.7% | +22.3% | -28.9% | -7.7% |
| YTD | +0.6% | +81.1% | -80.5% | -2.3% |
| 1Y | +5.6% | +106.5% | -100.9% | +1.9% |
| 3Y | +110.3% | +5.3% | +105.0% | +107.7% |
| 5Y | +114.3% | -11.5% | +125.8% | +112.2% |
| 10Y | +67.7% | +353.3% | -285.7% | +54.3% |
| All | +4,808.0% | +1,762.6% | +3,045.5% | +4,573.8% |
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