+2,771.1%
NOW vs BTI
+151.3%
+2,619.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.7% |
| 7D | -2.4% | -1.4% | -1.0% | -2.0% |
| 30D | +20.5% | -6.6% | +27.1% | +22.7% |
| 3M | +18.3% | -3.0% | +21.3% | +19.0% |
| 6M | +24.1% | -6.7% | +30.7% | +25.3% |
| YTD | -7.8% | +0.6% | -8.3% | -9.4% |
| 1Y | -21.4% | +5.6% | -27.0% | -24.2% |
| 3Y | +19.5% | +110.3% | -90.8% | -10.4% |
| 5Y | +4.1% | +114.3% | -110.2% | -23.7% |
| 10Y | +826.4% | +67.7% | +758.8% | +604.9% |
| All | +2,771.1% | +151.3% | +2,619.9% | +1,792.8% |
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 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