+906.2%
MU vs BTI
+141.1%
+765.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.6% | +5.8% |
| 7D | -12.0% | -2.9% | -9.1% | -12.7% |
| 30D | -28.7% | +8.3% | -37.0% | -27.0% |
| 3M | -16.4% | +2.9% | -19.3% | -15.0% |
| 6M | -1.8% | +6.2% | -8.0% | 0.0% |
| YTD | +157.1% | +10.9% | +146.2% | +163.5% |
| 1Y | +208.5% | +16.6% | +191.9% | +218.2% |
| 3Y | +906.2% | +142.2% | +763.9% | +997.7% |
| All | +906.2% | +141.1% | +765.0% | +997.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling