+6,024.9%
BTI vs EAT
+11,644.8%
-5,619.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | -1.4% | 0.0% | -1.4% | -1.4% |
| 30D | -6.6% | +1.9% | -8.5% | -7.0% |
| 3M | -3.0% | +68.7% | -71.7% | -8.6% |
| 6M | -6.7% | +66.9% | -73.6% | -12.4% |
| YTD | +0.6% | +60.4% | -59.9% | -5.4% |
| 1Y | +5.6% | +44.0% | -38.4% | +0.2% |
| 3Y | +110.3% | +604.7% | -494.4% | +62.4% |
| 5Y | +114.3% | +347.0% | -232.8% | +69.3% |
| 10Y | +67.7% | +390.8% | -323.1% | +18.6% |
| All | +6,024.9% | +11,644.8% | -5,619.9% | +2,308.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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