+4,770.1%
DELL vs BTI
+69.2%
+4,700.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +1.9% |
| 7D | +25.6% | -1.4% | +27.0% | +26.0% |
| 30D | +17.7% | -7.0% | +24.7% | +19.4% |
| 3M | +33.4% | -6.3% | +39.8% | +34.3% |
| 6M | +266.2% | -2.0% | +268.2% | +261.9% |
| YTD | +328.0% | +0.2% | +327.8% | +320.2% |
| 1Y | +339.6% | +3.8% | +335.8% | +327.0% |
| 3Y | +694.6% | +112.1% | +582.5% | +508.5% |
| 5Y | +1,122.0% | +113.6% | +1,008.4% | +828.7% |
| 10Y | +4,062.5% | +69.6% | +3,992.9% | +3,005.9% |
| All | +4,770.1% | +69.2% | +4,700.9% | +3,534.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling