+4,277.4%
MU vs BTI
+125.1%
+4,152.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.4% |
| 7D | -15.2% | -0.1% | -15.1% | -15.3% |
| 30D | -29.5% | +9.6% | -39.1% | -31.7% |
| 3M | -15.8% | +8.3% | -24.1% | -18.3% |
| 6M | -2.9% | +7.5% | -10.4% | -7.4% |
| YTD | +154.2% | +12.3% | +142.0% | +138.3% |
| 1Y | +186.6% | +16.2% | +170.4% | +165.1% |
| 3Y | +871.5% | +148.0% | +723.5% | +544.6% |
| 5Y | +911.7% | +153.2% | +758.4% | +557.0% |
| 10Y | +4,277.4% | +128.2% | +4,149.1% | +2,734.4% |
| All | +4,277.4% | +125.1% | +4,152.3% | +2,734.4% |
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