+2,635.9%
BTI vs WCC
+1,713.7%
+922.2%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.0% | -1.5% |
| 7D | -1.4% | +4.5% | -5.9% | -1.8% |
| 30D | -6.6% | -5.8% | -0.8% | -6.2% |
| 3M | -3.0% | -3.7% | +0.7% | -3.1% |
| 6M | -6.7% | +23.1% | -29.7% | -9.3% |
| YTD | +0.6% | +44.2% | -43.6% | -3.9% |
| 1Y | +5.6% | +62.1% | -56.5% | -0.5% |
| 3Y | +110.3% | +121.1% | -10.8% | +87.7% |
| 5Y | +114.3% | +214.0% | -99.7% | +80.6% |
| 10Y | +67.7% | +472.8% | -405.1% | +25.8% |
| All | +2,635.9% | +1,713.7% | +922.2% | +1,741.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling