+6,893.4%
URI vs BTI
+2,732.5%
+4,161.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.0% |
| 7D | -2.0% | -1.4% | -0.6% | -1.6% |
| 30D | -12.9% | -6.6% | -6.3% | -11.1% |
| 3M | -6.7% | -3.0% | -3.7% | -6.4% |
| 6M | +19.0% | -6.7% | +25.7% | +20.6% |
| YTD | +25.5% | +0.6% | +25.0% | +23.9% |
| 1Y | +5.5% | +5.6% | -0.1% | +2.2% |
| 3Y | +111.3% | +110.3% | +1.0% | +59.5% |
| 5Y | +198.6% | +114.3% | +84.3% | +122.8% |
| 10Y | +1,179.9% | +67.7% | +1,112.3% | +905.5% |
| All | +6,893.4% | +2,732.5% | +4,161.0% | +4,469.9% |
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