+117.0%
BTI vs QID
-80.2%
+197.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | +1.1% |
| 7D | -2.0% | +2.7% | -4.7% | -1.8% |
| 30D | -3.4% | +3.3% | -6.8% | -3.3% |
| 3M | -9.0% | -5.5% | -3.5% | -9.2% |
| 6M | -5.0% | -28.4% | +23.4% | -7.0% |
| YTD | -0.3% | -26.6% | +26.2% | -2.2% |
| 1Y | +3.1% | -34.1% | +37.2% | +0.5% |
| 3Y | +111.0% | -73.7% | +184.6% | +92.1% |
| 5Y | +117.0% | -80.7% | +197.7% | +87.1% |
| All | +117.0% | -80.2% | +197.2% | +87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling