+368.8%
ORCL vs BTI
+68.1%
+300.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.2% |
| 7D | +10.9% | -2.4% | +13.3% | +11.4% |
| 30D | +7.0% | -4.8% | +11.8% | +8.0% |
| 3M | -21.2% | -8.1% | -13.1% | -20.3% |
| 6M | +7.4% | -4.2% | +11.6% | +6.9% |
| YTD | -16.3% | -1.3% | -15.0% | -17.7% |
| 1Y | -32.3% | +2.1% | -34.4% | -34.2% |
| 3Y | +32.6% | +108.9% | -76.4% | +2.7% |
| 5Y | +93.1% | +114.5% | -21.4% | +46.3% |
| 10Y | +368.8% | +72.2% | +296.5% | +254.2% |
| All | +368.8% | +68.1% | +300.7% | +254.2% |
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 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