+117.0%
BTI vs RMD
-22.7%
+139.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.1% | +1.0% |
| 7D | -2.0% | -4.2% | +2.2% | -1.5% |
| 30D | -3.4% | -2.1% | -1.4% | -3.3% |
| 3M | -9.0% | +13.8% | -22.8% | -10.5% |
| 6M | -5.0% | -10.6% | +5.6% | -4.2% |
| YTD | -0.3% | -8.1% | +7.8% | +0.1% |
| 1Y | +3.1% | -18.0% | +21.1% | +4.8% |
| 3Y | +111.0% | +52.9% | +58.1% | +96.5% |
| 5Y | +117.0% | -22.3% | +139.3% | +107.3% |
| All | +117.0% | -22.7% | +139.7% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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