+3,868.4%
BTI vs RMD
+35,656.8%
-31,788.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | 0.0% |
| 7D | -1.4% | -4.5% | +3.1% | -0.9% |
| 30D | -7.0% | +4.6% | -11.6% | -7.5% |
| 3M | -6.3% | +14.8% | -21.1% | -7.8% |
| 6M | -2.0% | -12.1% | +10.1% | -0.9% |
| YTD | +0.2% | -7.5% | +7.7% | +0.7% |
| 1Y | +3.8% | -20.1% | +23.9% | +5.8% |
| 3Y | +112.1% | +53.9% | +58.2% | +99.9% |
| 5Y | +113.6% | -22.2% | +135.8% | +114.1% |
| 10Y | +69.6% | +268.2% | -198.6% | +45.0% |
| All | +3,868.4% | +35,656.8% | -31,788.4% | +2,588.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling