+71.4%
BTI vs UUUU
+465.5%
-394.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +0.9% |
| 7D | -0.2% | -10.5% | +10.3% | +0.3% |
| 30D | -1.1% | -10.5% | +9.4% | -0.7% |
| 3M | -8.8% | -14.1% | +5.4% | -8.4% |
| 6M | -4.0% | -35.5% | +31.5% | -2.6% |
| YTD | +0.4% | -10.9% | +11.3% | -0.6% |
| 1Y | +1.9% | +3.4% | -1.4% | -1.0% |
| 3Y | +108.5% | +73.1% | +35.4% | +91.5% |
| 5Y | +118.5% | +87.1% | +31.4% | +93.1% |
| All | +71.4% | +465.5% | -394.1% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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