+419.7%
BTI vs SPXU
-100.0%
+519.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.2% |
| 7D | -2.4% | +1.3% | -3.7% | -2.2% |
| 30D | -4.8% | +5.1% | -9.9% | -3.8% |
| 3M | -8.1% | -9.1% | +1.0% | -9.7% |
| 6M | -4.2% | -29.6% | +25.4% | -10.2% |
| YTD | -1.3% | -27.7% | +26.4% | -6.7% |
| 1Y | +2.1% | -37.0% | +39.1% | -5.8% |
| 3Y | +108.9% | -80.2% | +189.1% | +57.3% |
| 5Y | +114.5% | -86.0% | +200.5% | +62.0% |
| 10Y | +72.2% | -99.5% | +171.8% | -29.1% |
| All | +419.7% | -100.0% | +519.7% | +7.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling