+70.3%
BTI vs WING
+379.2%
-308.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -2.0% | +0.2% | -2.2% | -2.0% |
| 30D | -3.4% | -0.5% | -3.0% | -3.5% |
| 3M | -9.0% | -23.9% | +14.9% | -8.0% |
| 6M | -5.0% | -48.9% | +43.9% | -2.2% |
| YTD | -0.3% | -53.3% | +53.0% | +2.8% |
| 1Y | +3.1% | -60.3% | +63.4% | +7.1% |
| 3Y | +111.0% | -30.1% | +141.1% | +106.6% |
| 5Y | +117.0% | -36.2% | +153.2% | +111.2% |
| All | +70.3% | +379.2% | -308.9% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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