+118.3%
BTI vs WCC
+224.0%
-105.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.5% |
| 7D | -0.2% | +1.5% | -1.7% | -0.3% |
| 30D | -1.1% | -2.1% | +1.1% | -1.0% |
| 3M | -8.8% | +3.8% | -12.6% | -9.2% |
| 6M | -4.0% | +35.0% | -38.9% | -6.7% |
| YTD | +0.4% | +46.4% | -46.0% | -3.1% |
| 1Y | +1.9% | +63.0% | -61.1% | -2.5% |
| 3Y | +108.5% | +133.9% | -25.4% | +88.2% |
| All | +118.3% | +224.0% | -105.7% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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