+103.9%
BTI vs PFGC
+419.1%
-315.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -1.4% | -2.2% | +0.8% | -1.1% |
| 30D | -6.6% | -11.9% | +5.3% | -5.0% |
| 3M | -3.0% | +5.0% | -8.0% | -3.7% |
| 6M | -6.7% | +8.6% | -15.3% | -7.8% |
| YTD | +0.6% | +9.7% | -9.1% | -1.0% |
| 1Y | +5.6% | -6.3% | +11.9% | +6.2% |
| 3Y | +110.3% | +58.2% | +52.1% | +95.4% |
| 5Y | +114.3% | +110.4% | +3.8% | +89.3% |
| 10Y | +67.7% | +272.8% | -205.1% | +35.5% |
| All | +103.9% | +419.1% | -315.2% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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