+71.4%
BTI vs WEC
+146.6%
-75.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | -0.6% | +0.4% | 0.0% |
| 30D | -1.1% | -2.6% | +1.5% | -0.2% |
| 3M | -8.8% | -6.0% | -2.7% | -6.8% |
| 6M | -4.0% | -5.4% | +1.5% | -2.1% |
| YTD | +0.4% | +2.5% | -2.1% | -0.5% |
| 1Y | +1.9% | -0.7% | +2.6% | +2.0% |
| 3Y | +108.5% | +38.7% | +69.8% | +85.7% |
| 5Y | +118.5% | +31.7% | +86.9% | +95.7% |
| All | +71.4% | +146.6% | -75.1% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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