+71.4%
BTI vs MDY
+177.2%
-105.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.3% |
| 7D | -0.2% | -1.9% | +1.7% | +0.6% |
| 30D | -1.1% | -4.6% | +3.6% | +1.0% |
| 3M | -8.8% | -1.2% | -7.5% | -8.4% |
| 6M | -4.0% | +9.2% | -13.2% | -7.9% |
| YTD | +0.4% | +13.1% | -12.7% | -5.3% |
| 1Y | +1.9% | +13.0% | -11.1% | -3.9% |
| 3Y | +108.5% | +49.2% | +59.3% | +68.5% |
| 5Y | +118.5% | +47.2% | +71.3% | +74.5% |
| All | +71.4% | +177.2% | -105.7% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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