+6,024.9%
BTI vs GPC
+2,341.8%
+3,683.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.4% |
| 7D | -1.4% | +1.2% | -2.6% | -1.7% |
| 30D | -6.6% | +6.0% | -12.6% | -8.1% |
| 3M | -3.0% | +42.6% | -45.6% | -12.3% |
| 6M | -6.7% | +22.8% | -29.4% | -12.4% |
| YTD | +0.6% | +15.5% | -14.9% | -4.5% |
| 1Y | +5.6% | +2.0% | +3.5% | +3.6% |
| 3Y | +110.3% | -1.4% | +111.8% | +102.6% |
| 5Y | +114.3% | +30.6% | +83.7% | +87.4% |
| 10Y | +67.7% | +80.6% | -13.0% | +27.4% |
| All | +6,024.9% | +2,341.8% | +3,683.1% | +2,417.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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