+20.3%
BTI vs EXEL
+60.1%
-39.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.4% |
| 7D | +1.6% | -0.8% | +2.5% | +1.7% |
| 30D | +9.2% | +13.1% | -3.9% | +8.6% |
| 3M | +9.6% | +36.3% | -26.7% | +8.3% |
| 6M | -2.4% | +34.5% | -37.0% | -3.2% |
| YTD | +14.2% | +57.4% | -43.2% | +13.3% |
| 1Y | +20.3% | +62.9% | -42.6% | +18.7% |
| All | +20.3% | +60.1% | -39.8% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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