+105.1%
BTI vs SMTC
+565.9%
-460.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.5% |
| 7D | -2.4% | +22.5% | -24.9% | -2.2% |
| 30D | -4.8% | +24.9% | -29.7% | -4.6% |
| 3M | -8.1% | +4.1% | -12.2% | -7.8% |
| 6M | -4.2% | +92.6% | -96.7% | -4.4% |
| YTD | -1.3% | +122.5% | -123.8% | -1.4% |
| 1Y | +2.1% | +166.2% | -164.1% | +2.2% |
| All | +105.1% | +565.9% | -460.8% | +94.7% |
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