+159.7%
GILD vs BTI
+73.8%
+85.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.4% | -0.9% |
| 7D | -4.8% | -0.2% | -4.6% | -4.8% |
| 30D | +5.8% | -1.1% | +6.9% | +6.0% |
| 3M | +14.9% | -8.8% | +23.7% | +17.4% |
| 6M | -0.4% | -4.0% | +3.6% | +0.3% |
| YTD | +18.5% | +0.4% | +18.2% | +17.9% |
| 1Y | +25.1% | +1.9% | +23.2% | +23.8% |
| 3Y | +105.9% | +108.5% | -2.6% | +68.7% |
| 5Y | +143.0% | +118.5% | +24.5% | +95.6% |
| All | +159.7% | +73.8% | +85.9% | +118.0% |
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