+2,521.4%
PWR vs BTI
+73.8%
+2,447.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.5% | +4.9% |
| 7D | +4.2% | -0.2% | +4.4% | +4.3% |
| 30D | -4.0% | -1.1% | -3.0% | -3.8% |
| 3M | -4.8% | -8.8% | +4.0% | -2.8% |
| 6M | +14.6% | -4.0% | +18.6% | +14.6% |
| YTD | +54.2% | +0.4% | +53.9% | +51.9% |
| 1Y | +67.1% | +1.9% | +65.2% | +63.6% |
| 3Y | +218.5% | +108.5% | +109.9% | +137.8% |
| 5Y | +466.3% | +118.5% | +347.7% | +307.3% |
| All | +2,521.4% | +73.8% | +2,447.7% | +1,820.5% |
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