+144.0%
BTI vs RRC
+58.8%
+85.2%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -3.2% | +2.5% | -5.8% | -3.3% |
| 30D | +9.7% | +21.1% | -11.5% | +8.8% |
| 3M | +11.1% | +28.4% | -17.3% | +10.0% |
| 6M | -1.2% | +26.5% | -27.7% | -2.1% |
| YTD | +12.7% | +47.0% | -34.4% | +11.2% |
| 1Y | +15.8% | +35.2% | -19.4% | +14.5% |
| All | +144.0% | +58.8% | +85.2% | +138.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling