+6,024.9%
BTI vs WEC
+3,978.4%
+2,046.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.8% |
| 7D | -1.4% | -0.3% | -1.1% | -1.3% |
| 30D | -6.6% | -1.3% | -5.3% | -6.2% |
| 3M | -3.0% | -3.9% | +0.9% | -1.5% |
| 6M | -6.7% | -8.3% | +1.6% | -3.7% |
| YTD | +0.6% | +3.1% | -2.5% | -0.6% |
| 1Y | +5.6% | +1.9% | +3.7% | +4.6% |
| 3Y | +110.3% | +41.9% | +68.4% | +82.9% |
| 5Y | +114.3% | +30.8% | +83.5% | +89.4% |
| 10Y | +67.7% | +141.9% | -74.3% | +12.8% |
| All | +6,024.9% | +3,978.4% | +2,046.4% | +1,234.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling