+114.5%
BTI vs TXT
+13.4%
+101.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -2.4% | +0.8% | -3.2% | -2.6% |
| 30D | -4.8% | -10.4% | +5.7% | -3.1% |
| 3M | -8.1% | -14.3% | +6.2% | -6.1% |
| 6M | -4.2% | -15.1% | +10.9% | -2.0% |
| YTD | -1.3% | -8.3% | +7.0% | -0.4% |
| 1Y | +2.1% | -0.7% | +2.8% | +1.6% |
| 3Y | +108.9% | +6.0% | +102.9% | +101.5% |
| 5Y | +114.5% | +12.5% | +101.9% | +98.7% |
| All | +114.5% | +13.4% | +101.1% | +98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling