+71.4%
BTI vs NVMI
+3,158.6%
-3,087.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -1.1% | -8.4% | +7.3% | -0.6% |
| 3M | -8.8% | -33.6% | +24.8% | -6.6% |
| 6M | -4.0% | -14.7% | +10.7% | -4.0% |
| YTD | +0.4% | +13.2% | -12.9% | -2.2% |
| 1Y | +1.9% | +29.0% | -27.1% | -2.1% |
| 3Y | +108.5% | +215.0% | -106.5% | +73.4% |
| 5Y | +118.5% | +268.6% | -150.0% | +71.8% |
| All | +71.4% | +3,158.6% | -3,087.2% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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