+10,249.8%
STX vs BTI
+2,213.9%
+8,035.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +16.8% | -3.2% | +20.1% | +18.2% |
| 30D | -27.0% | +9.7% | -36.7% | -30.0% |
| 3M | -37.9% | +11.1% | -48.9% | -40.9% |
| 6M | -32.5% | -1.2% | -31.3% | -33.9% |
| YTD | +98.6% | +12.7% | +85.9% | +83.8% |
| 1Y | +93.6% | +15.8% | +77.8% | +77.3% |
| 3Y | +699.1% | +148.9% | +550.2% | +415.9% |
| 5Y | +481.0% | +151.9% | +329.1% | +267.8% |
| 10Y | +2,082.0% | +124.2% | +1,957.8% | +1,289.9% |
| All | +10,249.8% | +2,213.9% | +8,035.9% | +3,587.1% |
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