+1,228.2%
WDC vs BTI
+72.6%
+1,155.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.4% | -4.8% |
| 7D | +4.4% | -2.0% | +6.4% | +5.2% |
| 30D | +5.3% | -3.4% | +8.7% | +6.6% |
| 3M | -5.9% | -9.0% | +3.1% | -3.9% |
| 6M | +73.2% | -5.0% | +78.3% | +72.0% |
| YTD | +167.8% | -0.3% | +168.2% | +160.2% |
| 1Y | +386.0% | +3.1% | +382.9% | +363.7% |
| 3Y | +1,309.7% | +111.0% | +1,198.7% | +808.5% |
| 5Y | +957.1% | +117.0% | +840.1% | +561.9% |
| All | +1,228.2% | +72.6% | +1,155.6% | +794.1% |
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