+102.3%
INTC vs BTI
+116.2%
-13.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.5% | -5.7% |
| 7D | +9.4% | -2.0% | +11.4% | +9.6% |
| 30D | +2.7% | -3.4% | +6.1% | +3.0% |
| 3M | -6.3% | -9.0% | +2.7% | -5.7% |
| 6M | +114.5% | -5.0% | +119.5% | +113.4% |
| YTD | +171.9% | -0.3% | +172.2% | +167.9% |
| 1Y | +305.0% | +3.1% | +301.9% | +296.7% |
| 3Y | +168.3% | +111.0% | +57.4% | +108.9% |
| 5Y | +102.3% | +117.0% | -14.7% | +58.0% |
| All | +102.3% | +116.2% | -13.9% | +58.0% |
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 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