+49.0%
ADI vs BTDR
-4.8%
+53.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | +1.2% |
| 7D | +0.4% | +20.0% | -19.5% | -1.3% |
| 30D | -3.8% | +11.9% | -15.7% | -5.2% |
| 3M | -15.3% | -36.9% | +21.7% | -13.4% |
| 6M | +6.7% | +56.5% | -49.8% | +2.3% |
| YTD | +34.8% | +10.4% | +24.3% | +30.3% |
| 1Y | +49.0% | +3.1% | +46.0% | +47.8% |
| All | +49.0% | -4.8% | +53.8% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling