+1,085.9%
BTI vs EXR
+2,662.2%
-1,576.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.8% |
| 7D | -1.4% | -2.6% | +1.2% | -0.8% |
| 30D | -6.6% | -7.2% | +0.6% | -4.9% |
| 3M | -3.0% | -3.5% | +0.5% | -2.1% |
| 6M | -6.7% | -5.3% | -1.4% | -5.5% |
| YTD | +0.6% | +9.4% | -8.8% | -1.7% |
| 1Y | +5.6% | +1.3% | +4.3% | +5.0% |
| 3Y | +110.3% | +22.4% | +87.9% | +96.3% |
| 5Y | +114.3% | -12.2% | +126.5% | +112.2% |
| 10Y | +67.7% | +148.6% | -80.9% | +24.4% |
| All | +1,085.9% | +2,662.2% | -1,576.3% | +376.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling