+131.9%
BTI vs IWD
+203.0%
-71.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +1.6% | +2.3% | -0.6% | +0.2% |
| 30D | +9.2% | +3.6% | +5.6% | +6.8% |
| 3M | +9.6% | +2.2% | +7.5% | +8.1% |
| 6M | -2.4% | +13.0% | -15.4% | -9.8% |
| YTD | +14.2% | +26.5% | -12.3% | -1.6% |
| 1Y | +20.3% | +30.1% | -9.8% | +1.8% |
| 3Y | +147.4% | +84.9% | +62.5% | +64.2% |
| 5Y | +155.4% | +73.4% | +82.1% | +75.4% |
| All | +131.9% | +203.0% | -71.1% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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