+23.9%
BTI vs TRGP
+89.5%
-65.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -4.5% | +7.9% | +3.8% |
| 7D | +5.3% | -6.5% | +11.8% | +5.9% |
| 30D | +19.1% | -0.4% | +19.5% | +18.7% |
| 3M | +6.5% | +8.8% | -2.3% | +4.8% |
| 6M | +9.4% | +11.0% | -1.6% | +6.9% |
| YTD | +14.4% | +57.4% | -43.0% | +3.6% |
| 1Y | +23.9% | +87.9% | -64.0% | +10.1% |
| All | +23.9% | +89.5% | -65.7% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 1y: compounded portfolio wealth divided by compounded TRGP 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…
1y analysis · Full analysis span regression · 6 months rolling