+5,970.6%
BTI vs TROW
+14,151.0%
-8,180.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -2.0% | -3.0% | +1.0% | -1.5% |
| 30D | -3.4% | -5.5% | +2.0% | -2.5% |
| 3M | -9.0% | +2.3% | -11.3% | -9.5% |
| 6M | -5.0% | +23.9% | -28.9% | -8.7% |
| YTD | -0.3% | +7.9% | -8.2% | -2.0% |
| 1Y | +3.1% | +6.1% | -3.0% | +1.5% |
| 3Y | +111.0% | +13.8% | +97.1% | +102.6% |
| 5Y | +117.0% | -38.2% | +155.2% | +127.5% |
| 10Y | +73.9% | +131.3% | -57.3% | +42.4% |
| All | +5,970.6% | +14,151.0% | -8,180.4% | +2,753.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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