+16,554.9%
INTC vs BTI
+6,031.1%
+10,523.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.4% | +9.4% | +9.1% |
| 7D | +17.4% | -1.4% | +18.8% | +17.8% |
| 30D | +2.8% | -7.0% | +9.8% | +4.4% |
| 3M | -5.3% | -6.3% | +1.1% | -4.5% |
| 6M | +140.6% | -2.0% | +142.6% | +139.2% |
| YTD | +183.1% | +0.2% | +182.9% | +179.8% |
| 1Y | +326.8% | +3.8% | +323.0% | +317.5% |
| 3Y | +179.4% | +112.1% | +67.4% | +127.1% |
| 5Y | +111.7% | +113.6% | -1.9% | +71.4% |
| 10Y | +253.8% | +69.6% | +184.2% | +195.2% |
| All | +16,554.9% | +6,031.1% | +10,523.8% | +6,804.2% |
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 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