+144.0%
BTI vs EXR
+53.2%
+90.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -3.2% | -1.2% | -2.0% | -3.0% |
| 30D | +9.7% | +18.3% | -8.6% | +5.6% |
| 3M | +11.1% | +9.1% | +2.0% | +8.8% |
| 6M | -1.2% | +11.7% | -12.9% | -3.6% |
| YTD | +12.7% | +25.7% | -13.0% | +7.7% |
| 1Y | +15.8% | +24.9% | -9.1% | +10.8% |
| All | +144.0% | +53.2% | +90.8% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 3y: compounded portfolio wealth divided by compounded EXR 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…
3y analysis · Full analysis span regression · 6 months rolling