+71.4%
BTI vs STLA
+55.1%
+16.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.4% |
| 7D | -0.2% | -2.9% | +2.7% | +0.2% |
| 30D | -1.1% | +0.9% | -2.0% | -1.4% |
| 3M | -8.8% | -21.6% | +12.9% | -5.7% |
| 6M | -4.0% | -21.6% | +17.7% | -1.2% |
| YTD | +0.4% | -50.4% | +50.8% | +10.1% |
| 1Y | +1.9% | -43.6% | +45.5% | +8.7% |
| 3Y | +108.5% | -66.4% | +174.9% | +137.3% |
| 5Y | +118.5% | -62.3% | +180.8% | +135.9% |
| All | +71.4% | +55.1% | +16.4% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 10y: compounded portfolio wealth divided by compounded STLA 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…
10y analysis · Full analysis span regression · 6 months rolling