+62,786.1%
SU vs BTI
+5,940.0%
+56,846.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.1% |
| 7D | +1.6% | -2.4% | +4.0% | +2.3% |
| 30D | +10.7% | -4.8% | +15.5% | +12.2% |
| 3M | +13.5% | -8.1% | +21.6% | +15.8% |
| 6M | +21.8% | -4.2% | +26.0% | +22.4% |
| YTD | +58.8% | -1.3% | +60.1% | +58.0% |
| 1Y | +72.0% | +2.1% | +69.9% | +69.3% |
| 3Y | +121.7% | +108.9% | +12.8% | +75.8% |
| 5Y | +350.4% | +114.5% | +235.9% | +254.6% |
| 10Y | +264.7% | +72.2% | +192.4% | +199.0% |
| All | +62,786.1% | +5,940.0% | +56,846.1% | +30,405.5% |
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 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