+670.1%
TEL vs BTI
+390.4%
+279.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -1.4% | -1.4% | -0.1% | -0.8% |
| 30D | -4.9% | -7.0% | +2.2% | -1.9% |
| 3M | +0.1% | -6.3% | +6.4% | +2.3% |
| 6M | +0.4% | -2.0% | +2.3% | -0.2% |
| YTD | -8.9% | +0.2% | -9.1% | -10.7% |
| 1Y | -0.3% | +3.8% | -4.1% | -4.0% |
| 3Y | +67.6% | +112.1% | -44.5% | +11.3% |
| 5Y | +50.7% | +113.6% | -62.9% | -1.9% |
| 10Y | +288.6% | +69.6% | +219.0% | +168.0% |
| All | +670.1% | +390.4% | +279.7% | +178.8% |
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