+70.3%
BTI vs RCAT
-98.5%
+168.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | -2.0% | -5.4% | +3.4% | -2.0% |
| 30D | -3.4% | -24.2% | +20.8% | -3.4% |
| 3M | -9.0% | -25.8% | +16.8% | -8.9% |
| 6M | -5.0% | -44.9% | +39.9% | -4.9% |
| YTD | -0.3% | +1.9% | -2.2% | -0.5% |
| 1Y | +3.1% | -5.2% | +8.3% | +2.9% |
| 3Y | +111.0% | +759.6% | -648.6% | +108.2% |
| 5Y | +117.0% | +187.5% | -70.5% | +114.4% |
| All | +70.3% | -98.5% | +168.8% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RCAT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling