+131.9%
BTI vs TYL
+183.6%
-51.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +1.6% | +0.8% | +0.8% | +1.5% |
| 30D | +9.2% | +21.1% | -11.9% | +6.5% |
| 3M | +9.6% | +28.9% | -19.3% | +5.9% |
| 6M | -2.4% | +42.0% | -44.5% | -7.1% |
| YTD | +14.2% | -6.6% | +20.8% | +14.5% |
| 1Y | +20.3% | -9.1% | +29.4% | +21.0% |
| 3Y | +147.4% | +1.8% | +145.6% | +141.6% |
| 5Y | +155.4% | -22.9% | +178.4% | +157.9% |
| All | +131.9% | +183.6% | -51.7% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 10y: compounded portfolio wealth divided by compounded TYL 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…
10y analysis · Full analysis span regression · 6 months rolling