+4.4%
GOOGL vs BTI
+24.7%
-20.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.2% | +2.9% |
| 7D | -11.1% | +5.3% | -16.4% | -11.5% |
| 30D | -16.6% | +19.1% | -35.7% | -18.5% |
| 3M | -23.4% | +6.5% | -30.0% | -24.0% |
| 6M | -24.5% | +9.4% | -33.9% | -25.6% |
| YTD | -7.5% | +14.4% | -21.9% | -10.3% |
| 1Y | +4.4% | +23.9% | -19.5% | -2.2% |
| All | +4.4% | +24.7% | -20.3% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling