+1,055.3%
DELL vs BTI
+116.2%
+939.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.3% | -5.4% |
| 7D | -1.9% | -2.0% | +0.1% | -1.8% |
| 30D | +14.9% | -3.4% | +18.3% | +15.0% |
| 3M | +37.2% | -9.0% | +46.2% | +37.4% |
| 6M | +254.0% | -5.0% | +259.0% | +250.9% |
| YTD | +306.1% | -0.3% | +306.5% | +299.4% |
| 1Y | +312.3% | +3.1% | +309.2% | +303.7% |
| 3Y | +654.0% | +111.0% | +543.1% | +517.6% |
| 5Y | +1,055.3% | +117.0% | +938.3% | +844.1% |
| All | +1,055.3% | +116.2% | +939.1% | +844.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling