+3,621.5%
STX vs BTI
+68.1%
+3,553.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.6% |
| 7D | +9.6% | -2.4% | +12.0% | +10.3% |
| 30D | +10.6% | -4.8% | +15.4% | +12.0% |
| 3M | +4.8% | -8.1% | +12.9% | +6.1% |
| 6M | +137.3% | -4.2% | +141.4% | +135.3% |
| YTD | +222.5% | -1.3% | +223.8% | +216.9% |
| 1Y | +366.2% | +2.1% | +364.1% | +352.5% |
| 3Y | +1,352.9% | +108.9% | +1,244.0% | +960.3% |
| 5Y | +1,077.4% | +114.5% | +963.0% | +740.0% |
| 10Y | +3,621.5% | +72.2% | +3,549.3% | +2,715.3% |
| All | +3,621.5% | +68.1% | +3,553.4% | +2,715.3% |
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