+265.9%
BTI vs TRGP
+2,242.0%
-1,976.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.4% |
| 7D | -2.4% | -0.7% | -1.7% | -2.3% |
| 30D | -4.8% | +9.5% | -14.2% | -5.8% |
| 3M | -8.1% | +10.8% | -18.9% | -9.3% |
| 6M | -4.2% | +25.3% | -29.5% | -6.9% |
| YTD | -1.3% | +60.3% | -61.6% | -6.8% |
| 1Y | +2.1% | +84.6% | -82.4% | -5.3% |
| 3Y | +108.9% | +264.4% | -155.4% | +76.6% |
| 5Y | +114.5% | +636.6% | -522.1% | +66.0% |
| 10Y | +72.2% | +848.9% | -776.7% | +19.3% |
| All | +265.9% | +2,242.0% | -1,976.1% | +83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling