+1,157.2%
URI vs BTI
+67.8%
+1,089.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +2.5% | -1.4% | +3.9% | +3.1% |
| 30D | -12.5% | -7.0% | -5.5% | -9.9% |
| 3M | -6.2% | -6.3% | +0.1% | -4.4% |
| 6M | +25.9% | -2.0% | +27.8% | +25.0% |
| YTD | +26.2% | +0.2% | +26.0% | +23.8% |
| 1Y | +5.5% | +3.8% | +1.7% | +1.4% |
| 3Y | +125.0% | +112.1% | +12.9% | +47.4% |
| 5Y | +210.4% | +113.6% | +96.8% | +99.4% |
| 10Y | +1,157.2% | +69.6% | +1,087.6% | +756.2% |
| All | +1,157.2% | +67.8% | +1,089.4% | +756.2% |
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 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