+84.6%
TGT vs BTI
+5.0%
+79.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +0.8% | -1.4% | +2.2% | +1.0% |
| 30D | +12.2% | -6.6% | +18.8% | +13.5% |
| 3M | +33.8% | -3.0% | +36.8% | +35.1% |
| 6M | +39.3% | -6.7% | +46.0% | +42.2% |
| YTD | +72.9% | +0.6% | +72.3% | +74.2% |
| 1Y | +84.6% | +5.6% | +79.0% | +87.4% |
| All | +84.6% | +5.0% | +79.6% | +87.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling