+3,019.7%
BTI vs FLR
+609.6%
+2,410.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -1.4% | +0.7% | -2.0% | -1.5% |
| 30D | -7.0% | -0.7% | -6.4% | -7.1% |
| 3M | -6.3% | +14.3% | -20.7% | -8.5% |
| 6M | -2.0% | +25.6% | -27.6% | -5.9% |
| YTD | +0.2% | +42.9% | -42.7% | -5.6% |
| 1Y | +3.8% | +38.7% | -35.0% | -2.2% |
| 3Y | +112.1% | +61.8% | +50.3% | +89.7% |
| 5Y | +113.6% | +254.1% | -140.5% | +67.2% |
| 10Y | +69.6% | +20.0% | +49.6% | +39.4% |
| All | +3,019.7% | +609.6% | +2,410.1% | +1,892.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling