+138.3%
ADI vs BTDR
+20.7%
+117.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.7% | +1.1% | +4.6% |
| 7D | +4.6% | -3.4% | +8.0% | +4.8% |
| 30D | -1.2% | +32.6% | -33.8% | -3.2% |
| 3M | -7.8% | -32.2% | +24.4% | -6.3% |
| 6M | +19.3% | +52.4% | -33.0% | +14.7% |
| YTD | +40.9% | +6.7% | +34.2% | +37.5% |
| 1Y | +54.5% | -15.2% | +69.7% | +51.1% |
| 3Y | +123.4% | +14.9% | +108.5% | +103.4% |
| All | +138.3% | +20.7% | +117.6% | +108.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling