+90.2%
TT vs BTI
+143.0%
-52.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.5% | +5.8% | +2.3% |
| 7D | -2.0% | -1.0% | -1.0% | -2.0% |
| 30D | -14.0% | +13.0% | -27.0% | -14.2% |
| 3M | -15.9% | +5.3% | -21.2% | -15.8% |
| 6M | -17.3% | +5.3% | -22.6% | -17.4% |
| YTD | +4.0% | +12.4% | -8.4% | +3.6% |
| 1Y | -7.1% | +18.9% | -26.1% | -7.4% |
| 3Y | +90.2% | +144.0% | -53.8% | +93.1% |
| All | +90.2% | +143.0% | -52.8% | +93.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling