+71.4%
BTI vs TRI
+196.2%
-124.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.4% |
| 7D | -0.2% | -7.9% | +7.7% | +1.3% |
| 30D | -1.1% | -4.5% | +3.4% | -0.4% |
| 3M | -8.8% | +22.1% | -30.9% | -13.0% |
| 6M | -4.0% | -2.8% | -1.2% | -4.6% |
| YTD | +0.4% | -23.4% | +23.8% | +5.7% |
| 1Y | +1.9% | -41.5% | +43.5% | +16.4% |
| 3Y | +108.5% | -19.2% | +127.7% | +109.5% |
| 5Y | +118.5% | -9.4% | +127.9% | +107.7% |
| All | +71.4% | +196.2% | -124.8% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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