+10.0%
TSEM vs BTI
+4,592.0%
-4,582.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.1% |
| 7D | +10.4% | -1.4% | +11.8% | +10.7% |
| 30D | -12.9% | -7.0% | -5.9% | -11.9% |
| 3M | -9.2% | -6.3% | -2.9% | -8.9% |
| 6M | +98.8% | -2.0% | +100.7% | +97.7% |
| YTD | +87.2% | +0.2% | +87.0% | +85.5% |
| 1Y | +239.0% | +3.8% | +235.2% | +233.8% |
| 3Y | +679.5% | +112.1% | +567.4% | +561.7% |
| 5Y | +667.3% | +113.6% | +553.7% | +544.1% |
| 10Y | +1,301.0% | +69.6% | +1,231.4% | +1,101.4% |
| All | +10.0% | +4,592.0% | -4,582.0% | -19.0% |
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