+14,856.2%
TT vs BTI
+6,769.3%
+8,086.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.3% |
| 7D | +0.8% | -0.1% | +0.9% | +0.7% |
| 30D | -11.8% | +9.6% | -21.4% | -14.1% |
| 3M | -11.6% | +8.3% | -19.9% | -13.8% |
| 6M | -9.3% | +7.5% | -16.8% | -11.9% |
| YTD | +8.9% | +12.3% | -3.4% | +4.3% |
| 1Y | -2.2% | +16.2% | -18.5% | -7.2% |
| 3Y | +91.9% | +148.0% | -56.1% | +46.0% |
| 5Y | +136.0% | +153.2% | -17.3% | +77.2% |
| 10Y | +734.7% | +128.2% | +606.5% | +527.5% |
| All | +14,856.2% | +6,769.3% | +8,086.9% | +5,135.9% |
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