+144.0%
BTI vs RVTY
+88.5%
+55.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -3.2% | +4.1% | -7.3% | -3.4% |
| 30D | +9.7% | +1.3% | +8.4% | +9.6% |
| 3M | +11.1% | +33.3% | -22.2% | +9.4% |
| 6M | -1.2% | +58.3% | -59.5% | -3.8% |
| YTD | +12.7% | +62.7% | -50.0% | +9.2% |
| 1Y | +15.8% | +67.2% | -51.4% | +12.2% |
| All | +144.0% | +88.5% | +55.5% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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