+6,169.9%
MU vs BTI
+68.1%
+6,101.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.2% | +3.2% |
| 7D | +7.5% | -2.4% | +9.9% | +8.3% |
| 30D | +19.4% | -4.8% | +24.1% | +20.9% |
| 3M | +9.8% | -8.1% | +17.9% | +11.2% |
| 6M | +164.1% | -4.2% | +168.3% | +161.3% |
| YTD | +260.3% | -1.3% | +261.6% | +252.8% |
| 1Y | +661.2% | +2.1% | +659.1% | +634.9% |
| 3Y | +1,380.8% | +108.9% | +1,271.9% | +944.9% |
| 5Y | +1,346.4% | +114.5% | +1,231.9% | +897.6% |
| 10Y | +6,169.9% | +72.2% | +6,097.7% | +4,416.8% |
| All | +6,169.9% | +68.1% | +6,101.8% | +4,416.8% |
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