+4,231.8%
BTI vs SUI
+4,037.5%
+194.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -1.4% | -2.8% | +1.4% | -0.7% |
| 30D | -6.6% | -1.2% | -5.4% | -6.3% |
| 3M | -3.0% | -1.7% | -1.2% | -2.5% |
| 6M | -6.7% | -10.5% | +3.8% | -4.2% |
| YTD | +0.6% | -1.8% | +2.4% | +0.9% |
| 1Y | +5.6% | -4.1% | +9.7% | +6.4% |
| 3Y | +110.3% | +11.3% | +99.1% | +101.9% |
| 5Y | +114.3% | -32.1% | +146.4% | +128.7% |
| 10Y | +67.7% | +110.4% | -42.8% | +32.8% |
| All | +4,231.8% | +4,037.5% | +194.2% | +1,673.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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