+71.4%
BTI vs WWD
+498.2%
-426.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.4% |
| 7D | -0.2% | -2.6% | +2.4% | +0.3% |
| 30D | -1.1% | -6.9% | +5.9% | +0.2% |
| 3M | -8.8% | -13.0% | +4.3% | -6.8% |
| 6M | -4.0% | -12.5% | +8.5% | -2.4% |
| YTD | +0.4% | +11.8% | -11.5% | -3.2% |
| 1Y | +1.9% | +41.1% | -39.1% | -6.5% |
| 3Y | +108.5% | +163.1% | -54.5% | +63.8% |
| 5Y | +118.5% | +187.6% | -69.1% | +64.9% |
| All | +71.4% | +498.2% | -426.8% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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