+107.1%
BTI vs SPXU
-79.4%
+186.5%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.9% | +1.1% |
| 7D | -2.0% | +6.4% | -8.3% | -1.6% |
| 30D | -3.4% | +5.9% | -9.4% | -3.1% |
| 3M | -9.0% | -11.7% | +2.7% | -9.6% |
| 6M | -5.0% | -28.7% | +23.7% | -7.0% |
| YTD | -0.3% | -26.4% | +26.0% | -2.1% |
| 1Y | +3.1% | -35.2% | +38.3% | +0.7% |
| All | +107.1% | -79.4% | +186.5% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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