+78.2%
UBER vs BTI
+114.1%
-35.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.6% |
| 7D | -7.0% | -2.4% | -4.6% | -6.8% |
| 30D | -8.9% | -4.8% | -4.1% | -8.4% |
| 3M | +1.0% | -8.1% | +9.1% | +1.9% |
| 6M | -3.7% | -4.2% | +0.5% | -3.5% |
| YTD | -13.0% | -1.3% | -11.7% | -13.2% |
| 1Y | -25.5% | +2.1% | -27.7% | -26.1% |
| 3Y | +50.5% | +108.9% | -58.5% | +28.9% |
| All | +78.2% | +114.1% | -35.9% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling