-2.6%
SLB vs BTI
+68.1%
-70.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.6% |
| 7D | -1.9% | -2.4% | +0.6% | -0.7% |
| 30D | +7.8% | -4.8% | +12.6% | +10.1% |
| 3M | +2.7% | -8.1% | +10.8% | +6.2% |
| 6M | +22.2% | -4.2% | +26.3% | +23.1% |
| YTD | +51.1% | -1.3% | +52.4% | +49.6% |
| 1Y | +63.3% | +2.1% | +61.2% | +58.6% |
| 3Y | +2.4% | +108.9% | -106.5% | -34.7% |
| 5Y | +139.3% | +114.5% | +24.9% | +49.3% |
| 10Y | -2.6% | +72.2% | -74.9% | -38.9% |
| All | -2.6% | +68.1% | -70.7% | -38.9% |
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