+118.3%
BTI vs WTW
+42.0%
+76.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -0.2% | -5.7% | +5.5% | +0.8% |
| 30D | -1.1% | -7.3% | +6.2% | +0.2% |
| 3M | -8.8% | +21.5% | -30.2% | -11.9% |
| 6M | -4.0% | +9.6% | -13.6% | -5.9% |
| YTD | +0.4% | -3.3% | +3.6% | +0.6% |
| 1Y | +1.9% | -6.1% | +8.1% | +2.8% |
| 3Y | +108.5% | +61.8% | +46.7% | +84.7% |
| All | +118.3% | +42.0% | +76.3% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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