+108.5%
BTI vs NTR
+36.8%
+71.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -0.2% | -1.3% | +1.1% | -0.1% |
| 30D | -1.1% | +16.8% | -17.9% | -2.7% |
| 3M | -8.8% | +20.7% | -29.5% | -10.6% |
| 6M | -4.0% | +0.5% | -4.5% | -4.1% |
| YTD | +0.4% | +29.2% | -28.8% | -3.1% |
| 1Y | +1.9% | +39.6% | -37.7% | -2.8% |
| 3Y | +108.5% | +37.9% | +70.6% | +100.8% |
| All | +108.5% | +36.8% | +71.7% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 3y: compounded portfolio wealth divided by compounded NTR 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…
3y analysis · Full analysis span regression · 6 months rolling