+6,024.9%
BTI vs TXT
+2,070.1%
+3,954.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -1.4% | -4.8% | +3.4% | -0.6% |
| 30D | -6.6% | -10.6% | +4.0% | -4.9% |
| 3M | -3.0% | -13.2% | +10.2% | -0.9% |
| 6M | -6.7% | -20.3% | +13.7% | -3.4% |
| YTD | +0.6% | -9.3% | +9.8% | +1.8% |
| 1Y | +5.6% | -2.7% | +8.3% | +5.5% |
| 3Y | +110.3% | +1.4% | +108.9% | +106.3% |
| 5Y | +114.3% | +9.6% | +104.7% | +105.3% |
| 10Y | +67.7% | +94.9% | -27.2% | +39.7% |
| All | +6,024.9% | +2,070.1% | +3,954.8% | +2,726.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling