+419.8%
TXN vs BTI
+73.8%
+346.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +3.6% |
| 7D | +4.0% | -0.2% | +4.2% | +4.0% |
| 30D | -2.9% | -1.1% | -1.8% | -2.7% |
| 3M | -9.1% | -8.8% | -0.3% | -7.3% |
| 6M | +36.6% | -4.0% | +40.6% | +36.9% |
| YTD | +57.5% | +0.4% | +57.1% | +55.4% |
| 1Y | +49.5% | +1.9% | +47.6% | +46.7% |
| 3Y | +76.5% | +108.5% | -32.0% | +34.5% |
| 5Y | +62.4% | +118.5% | -56.1% | +19.6% |
| All | +419.8% | +73.8% | +346.0% | +286.4% |
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 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