+72.4%
UBER vs BTI
+156.6%
-84.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -5.4% | -0.2% | -5.2% | -5.3% |
| 30D | -4.9% | -1.1% | -3.8% | -4.6% |
| 3M | +3.0% | -8.8% | +11.8% | +5.6% |
| 6M | -4.4% | -4.0% | -0.5% | -4.0% |
| YTD | -12.3% | +0.4% | -12.6% | -13.4% |
| 1Y | -24.3% | +1.9% | -26.2% | -25.8% |
| 3Y | +46.4% | +108.5% | -62.1% | +8.3% |
| 5Y | +79.7% | +118.5% | -38.9% | +26.3% |
| All | +72.4% | +156.6% | -84.2% | +14.1% |
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 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