+76,578.9%
MU vs BTI
+6,686.8%
+69,892.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.6% | +6.6% |
| 7D | -12.0% | -2.9% | -9.1% | -11.5% |
| 30D | -28.7% | +8.3% | -37.0% | -30.7% |
| 3M | -16.4% | +2.9% | -19.3% | -17.8% |
| 6M | -1.8% | +6.2% | -8.0% | -5.7% |
| YTD | +157.1% | +10.9% | +146.2% | +143.4% |
| 1Y | +208.5% | +16.6% | +191.9% | +187.7% |
| 3Y | +906.2% | +142.2% | +763.9% | +634.8% |
| 5Y | +893.4% | +151.3% | +742.1% | +613.4% |
| 10Y | +4,271.9% | +113.9% | +4,158.0% | +3,124.9% |
| All | +76,578.9% | +6,686.8% | +69,892.0% | +29,857.2% |
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