+72.2%
BTI vs RACE
+783.2%
-710.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.3% |
| 7D | -2.4% | -2.6% | +0.2% | -1.9% |
| 30D | -4.8% | -1.1% | -3.7% | -4.6% |
| 3M | -8.1% | +12.5% | -20.6% | -10.4% |
| 6M | -4.2% | +17.4% | -21.6% | -7.6% |
| YTD | -1.3% | +10.1% | -11.4% | -3.8% |
| 1Y | +2.1% | -15.1% | +17.3% | +4.4% |
| 3Y | +108.9% | +38.9% | +70.0% | +85.5% |
| 5Y | +114.5% | +90.7% | +23.8% | +71.3% |
| 10Y | +72.2% | +801.8% | -729.6% | -10.3% |
| All | +72.2% | +783.2% | -710.9% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RACE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling