+6,857.8%
BTI vs TXT
+2,196.3%
+4,661.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +9.2% | +13.3% | -4.1% | +6.9% |
| 3M | +9.6% | -5.0% | +14.6% | +10.4% |
| 6M | -2.4% | -8.4% | +6.0% | -1.4% |
| YTD | +14.2% | -4.0% | +18.2% | +14.3% |
| 1Y | +20.3% | +2.8% | +17.5% | +19.0% |
| 3Y | +147.4% | +10.3% | +137.1% | +139.0% |
| 5Y | +155.4% | +9.2% | +146.3% | +144.7% |
| 10Y | +127.3% | +89.6% | +37.7% | +89.9% |
| All | +6,857.8% | +2,196.3% | +4,661.5% | +3,075.6% |
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