+71.4%
BTI vs QID
-99.2%
+170.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +0.4% |
| 7D | -0.2% | +1.3% | -1.5% | 0.0% |
| 30D | -1.1% | +2.9% | -4.0% | -0.6% |
| 3M | -8.8% | -0.7% | -8.0% | -8.7% |
| 6M | -4.0% | -29.7% | +25.7% | -8.7% |
| YTD | +0.4% | -27.9% | +28.2% | -4.0% |
| 1Y | +1.9% | -34.6% | +36.5% | -3.8% |
| 3Y | +108.5% | -73.5% | +182.0% | +72.3% |
| 5Y | +118.5% | -81.0% | +199.5% | +79.9% |
| All | +71.4% | -99.2% | +170.6% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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