+4,677.7%
BTI vs SUI
+4,110.5%
+567.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.9% | +3.0% | -6.0% | -3.6% |
| 30D | +8.3% | +5.6% | +2.7% | +6.8% |
| 3M | +2.9% | +0.9% | +2.0% | +2.6% |
| 6M | +6.2% | -2.6% | +8.8% | +6.8% |
| YTD | +10.9% | -0.1% | +11.0% | +10.8% |
| 1Y | +16.6% | -1.4% | +18.0% | +16.8% |
| 3Y | +142.2% | +19.8% | +122.5% | +128.6% |
| 5Y | +151.3% | -25.8% | +177.0% | +162.5% |
| 10Y | +113.9% | +118.1% | -4.2% | +67.9% |
| All | +4,677.7% | +4,110.5% | +567.2% | +1,847.3% |
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