+1,660.8%
BTI vs TRI
+499.2%
+1,161.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.4% |
| 7D | -2.0% | -14.4% | +12.4% | +2.5% |
| 30D | -3.4% | -8.1% | +4.7% | -1.3% |
| 3M | -9.0% | +17.5% | -26.5% | -14.4% |
| 6M | -5.0% | -5.0% | -0.1% | -5.9% |
| YTD | -0.3% | -24.7% | +24.4% | +5.0% |
| 1Y | +3.1% | -41.5% | +44.6% | +18.2% |
| 3Y | +111.0% | -20.3% | +131.3% | +113.0% |
| 5Y | +117.0% | -10.9% | +128.0% | +107.1% |
| 10Y | +73.9% | +190.6% | -116.7% | +4.8% |
| All | +1,660.8% | +499.2% | +1,161.6% | +705.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling