+6,024.9%
BTI vs SMTC
+62,999.7%
-56,974.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.2% | -10.3% | -1.5% |
| 7D | -1.4% | +12.7% | -14.1% | -1.9% |
| 30D | -6.6% | +22.0% | -28.6% | -7.6% |
| 3M | -3.0% | -12.7% | +9.7% | -3.0% |
| 6M | -6.7% | +64.8% | -71.5% | -9.6% |
| YTD | +0.6% | +100.7% | -100.1% | -3.6% |
| 1Y | +5.6% | +146.9% | -141.3% | +0.1% |
| 3Y | +110.3% | +456.8% | -346.5% | +86.3% |
| 5Y | +114.3% | +89.2% | +25.0% | +97.7% |
| 10Y | +67.7% | +426.9% | -359.2% | +45.8% |
| All | +6,024.9% | +62,999.7% | -56,974.9% | +4,315.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling