+4,609.2%
MU vs BTI
+124.3%
+4,485.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.4% | +11.5% | +11.8% |
| 7D | +2.0% | -3.0% | +5.1% | +2.8% |
| 30D | -18.0% | +9.8% | -27.7% | -20.5% |
| 3M | -6.6% | +9.2% | -15.8% | -9.6% |
| 6M | +2.0% | +4.0% | -2.0% | -1.5% |
| YTD | +184.5% | +12.7% | +171.8% | +166.4% |
| 1Y | +236.9% | +15.9% | +220.9% | +212.1% |
| 3Y | +987.0% | +148.9% | +838.0% | +621.5% |
| 5Y | +1,014.6% | +152.8% | +861.9% | +626.2% |
| 10Y | +4,609.2% | +124.2% | +4,485.0% | +3,084.1% |
| All | +4,609.2% | +124.3% | +4,485.0% | +3,084.1% |
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