+506.3%
NOW vs BTI
+125.1%
+381.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.3% |
| 7D | -8.7% | -0.1% | -8.6% | -8.8% |
| 30D | -29.3% | +9.6% | -38.9% | -31.0% |
| 3M | -21.8% | +8.3% | -30.1% | -23.5% |
| 6M | +9.2% | +7.5% | +1.7% | +6.6% |
| YTD | -35.0% | +12.3% | -47.2% | -37.7% |
| 1Y | -42.5% | +16.2% | -58.7% | -45.6% |
| 3Y | -21.5% | +148.0% | -169.5% | -42.0% |
| 5Y | -25.8% | +153.2% | -179.0% | -46.3% |
| 10Y | +506.3% | +128.2% | +378.1% | +307.4% |
| All | +506.3% | +125.1% | +381.3% | +307.4% |
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