+147.4%
BTI vs WEC
+64.2%
+83.2%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.0% |
| 7D | +1.6% | +2.3% | -0.7% | +0.7% |
| 30D | +9.2% | +11.1% | -1.8% | +5.0% |
| 3M | +9.6% | +8.4% | +1.2% | +6.3% |
| 6M | -2.4% | +7.5% | -10.0% | -5.1% |
| YTD | +14.2% | +15.3% | -1.1% | +8.7% |
| 1Y | +20.3% | +9.7% | +10.6% | +16.3% |
| 3Y | +147.4% | +64.7% | +82.7% | +116.3% |
| All | +147.4% | +64.2% | +83.2% | +116.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling