+3,008.0%
BTI vs WCC
+1,563.0%
+1,444.9%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +1.5% |
| 7D | +1.6% | +9.9% | -8.3% | +0.7% |
| 30D | +9.2% | -8.4% | +17.7% | +9.8% |
| 3M | +9.6% | -10.3% | +20.0% | +10.2% |
| 6M | -2.4% | -10.5% | +8.0% | -2.3% |
| YTD | +14.2% | +32.2% | -17.9% | +9.6% |
| 1Y | +20.3% | +25.5% | -5.2% | +16.0% |
| 3Y | +147.4% | +134.7% | +12.7% | +118.4% |
| 5Y | +155.4% | +139.9% | +15.5% | +120.4% |
| 10Y | +127.3% | +433.5% | -306.1% | +71.2% |
| All | +3,008.0% | +1,563.0% | +1,444.9% | +1,999.9% |
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