+504.4%
NOW vs BTI
+128.6%
+375.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.7% | -3.2% | +1.6% | -1.0% |
| 30D | -27.4% | +9.7% | -37.1% | -29.1% |
| 3M | -19.4% | +11.1% | -30.5% | -21.6% |
| 6M | +13.1% | -1.2% | +14.3% | +12.7% |
| YTD | -34.3% | +12.7% | -47.0% | -37.1% |
| 1Y | -41.8% | +15.8% | -57.6% | -44.8% |
| 3Y | -20.7% | +148.9% | -169.6% | -41.5% |
| 5Y | -27.2% | +151.9% | -179.1% | -47.3% |
| All | +504.4% | +128.6% | +375.8% | +287.8% |
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