+114.5%
BTI vs WEC
+30.7%
+83.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.6% | -1.2% |
| 7D | -2.4% | +0.4% | -2.8% | -2.6% |
| 30D | -4.8% | +0.9% | -5.7% | -5.1% |
| 3M | -8.1% | -5.3% | -2.8% | -6.5% |
| 6M | -4.2% | -6.6% | +2.4% | -2.1% |
| YTD | -1.3% | +3.3% | -4.6% | -2.2% |
| 1Y | +2.1% | +2.1% | +0.1% | +1.5% |
| 3Y | +108.9% | +39.6% | +69.3% | +89.0% |
| 5Y | +114.5% | +31.2% | +83.3% | +95.2% |
| All | +114.5% | +30.7% | +83.8% | +95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling