+6,024.9%
BTI vs RVTY
+2,416.7%
+3,608.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -1.4% | +1.1% | -2.5% | -1.5% |
| 30D | -6.6% | +13.2% | -19.8% | -8.0% |
| 3M | -3.0% | +27.2% | -30.2% | -5.9% |
| 6M | -6.7% | +32.4% | -39.1% | -10.1% |
| YTD | +0.6% | +34.9% | -34.3% | -3.6% |
| 1Y | +5.6% | +52.4% | -46.8% | -0.3% |
| 3Y | +110.3% | +12.3% | +98.0% | +102.8% |
| 5Y | +114.3% | -30.8% | +145.1% | +116.8% |
| 10Y | +67.7% | +150.7% | -83.0% | +44.3% |
| All | +6,024.9% | +2,416.7% | +3,608.2% | +3,344.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling