+3,381.7%
BTI vs SCCO
+35,790.2%
-32,408.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.5% |
| 7D | -2.4% | +2.4% | -4.9% | -2.8% |
| 30D | -4.8% | +6.4% | -11.2% | -5.9% |
| 3M | -8.1% | +21.6% | -29.7% | -11.5% |
| 6M | -4.2% | +13.4% | -17.6% | -7.2% |
| YTD | -1.3% | +52.6% | -53.9% | -9.3% |
| 1Y | +2.1% | +122.4% | -120.3% | -11.9% |
| 3Y | +108.9% | +208.5% | -99.5% | +66.7% |
| 5Y | +114.5% | +353.9% | -239.4% | +57.5% |
| 10Y | +72.2% | +1,187.3% | -1,115.0% | +3.6% |
| All | +3,381.7% | +35,790.2% | -32,408.5% | +1,458.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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