+113.1%
ADI vs BTG
+94.1%
+19.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.6% |
| 7D | +1.3% | -5.5% | +6.8% | +2.3% |
| 30D | -6.0% | +6.1% | -12.1% | -7.0% |
| 3M | -7.7% | +38.6% | -46.4% | -13.3% |
| 6M | +14.0% | +0.7% | +13.3% | +12.2% |
| YTD | +34.4% | +20.3% | +14.1% | +28.3% |
| 1Y | +48.0% | +25.0% | +22.9% | +39.3% |
| All | +113.1% | +94.1% | +19.0% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling