+71.4%
BTI vs FLR
+19.7%
+51.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.6% |
| 7D | -0.2% | -3.5% | +3.3% | +0.1% |
| 30D | -1.1% | +4.2% | -5.2% | -1.5% |
| 3M | -8.8% | +8.1% | -16.8% | -9.6% |
| 6M | -4.0% | +21.5% | -25.5% | -6.1% |
| YTD | +0.4% | +36.8% | -36.4% | -2.9% |
| 1Y | +1.9% | +31.2% | -29.3% | -1.3% |
| 3Y | +108.5% | +53.9% | +54.6% | +95.0% |
| 5Y | +118.5% | +243.0% | -124.5% | +87.8% |
| All | +71.4% | +19.7% | +51.7% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 10y: compounded portfolio wealth divided by compounded FLR 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…
10y analysis · Full analysis span regression · 6 months rolling