+4,404.4%
DELL vs BTI
+73.8%
+4,330.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.8% |
| 7D | +8.2% | -0.2% | +8.4% | +8.3% |
| 30D | +17.1% | -1.1% | +18.2% | +17.3% |
| 3M | +45.2% | -8.8% | +53.9% | +47.1% |
| 6M | +286.8% | -4.0% | +290.7% | +284.5% |
| YTD | +354.8% | +0.4% | +354.4% | +346.2% |
| 1Y | +358.3% | +1.9% | +356.3% | +347.4% |
| 3Y | +724.9% | +108.5% | +616.4% | +534.0% |
| 5Y | +1,193.7% | +118.5% | +1,075.2% | +873.2% |
| All | +4,404.4% | +73.8% | +4,330.7% | +3,255.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling