+147.4%
BTI vs SMTC
+698.5%
-551.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.1% | +5.5% | +1.3% |
| 7D | +1.6% | +11.0% | -9.4% | +2.0% |
| 30D | +9.2% | -28.5% | +37.7% | +8.7% |
| 3M | +9.6% | -14.2% | +23.9% | +9.4% |
| 6M | -2.4% | -18.0% | +15.6% | -2.6% |
| YTD | +14.2% | +55.5% | -41.3% | +14.1% |
| 1Y | +20.3% | +69.5% | -49.2% | +20.3% |
| 3Y | +147.4% | +699.7% | -552.2% | +120.3% |
| All | +147.4% | +698.5% | -551.1% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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