+2,271.9%
D vs BTI
+6,053.3%
-3,781.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | +1.5% | -1.4% | +2.8% | +1.7% |
| 30D | -2.6% | -6.6% | +4.0% | -1.3% |
| 3M | 0.0% | -3.0% | +3.0% | +0.4% |
| 6M | +7.4% | -6.7% | +14.0% | +8.5% |
| YTD | +15.9% | +0.6% | +15.3% | +15.3% |
| 1Y | +18.1% | +5.6% | +12.5% | +16.4% |
| 3Y | +58.4% | +110.3% | -51.9% | +36.3% |
| 5Y | +5.2% | +114.3% | -109.1% | -10.2% |
| 10Y | +35.9% | +67.7% | -31.8% | +18.1% |
| All | +2,271.9% | +6,053.3% | -3,781.4% | +1,207.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded BTI 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling