+957.3%
TT vs BTI
+68.1%
+889.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | 0.0% |
| 7D | +1.4% | -2.4% | +3.8% | +2.1% |
| 30D | -6.7% | -4.8% | -1.9% | -5.4% |
| 3M | -5.4% | -8.1% | +2.7% | -3.6% |
| 6M | +4.4% | -4.2% | +8.6% | +4.7% |
| YTD | +14.9% | -1.3% | +16.2% | +14.1% |
| 1Y | +9.3% | +2.1% | +7.1% | +7.2% |
| 3Y | +121.7% | +108.9% | +12.8% | +69.0% |
| 5Y | +148.2% | +114.5% | +33.7% | +84.6% |
| 10Y | +957.3% | +72.2% | +885.0% | +707.3% |
| All | +957.3% | +68.1% | +889.1% | +707.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling