+107.1%
BTI vs TRMB
+10.8%
+96.2%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.0% |
| 7D | -2.0% | -5.4% | +3.4% | -1.6% |
| 30D | -3.4% | -2.0% | -1.5% | -3.3% |
| 3M | -9.0% | +12.3% | -21.3% | -9.6% |
| 6M | -5.0% | -17.6% | +12.6% | -4.2% |
| YTD | -0.3% | -27.5% | +27.1% | +1.3% |
| 1Y | +3.1% | -29.1% | +32.2% | +4.9% |
| All | +107.1% | +10.8% | +96.2% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded TRMB 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling