+108.2%
BTI vs TXT
+5.0%
+103.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | -1.4% | -0.2% | -1.2% | -1.4% |
| 30D | -7.0% | -11.1% | +4.0% | -6.1% |
| 3M | -6.3% | -13.0% | +6.7% | -5.3% |
| 6M | -2.0% | -16.2% | +14.2% | -0.7% |
| YTD | +0.2% | -8.7% | +8.9% | +0.9% |
| 1Y | +3.8% | -3.8% | +7.6% | +4.1% |
| All | +108.2% | +5.0% | +103.1% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 3y: compounded portfolio wealth divided by compounded TXT 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…
3y analysis · Full analysis span regression · 6 months rolling