+138.3%
ADI vs BTG
+78.0%
+60.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.8% |
| 7D | +4.6% | -3.8% | +8.3% | +5.3% |
| 30D | -1.2% | +3.6% | -4.8% | -1.9% |
| 3M | -7.8% | +32.0% | -39.8% | -12.9% |
| 6M | +19.3% | +3.4% | +16.0% | +17.1% |
| YTD | +40.9% | +20.8% | +20.1% | +33.8% |
| 1Y | +54.5% | +22.4% | +32.1% | +45.2% |
| 3Y | +123.4% | +91.7% | +31.7% | +87.9% |
| All | +138.3% | +78.0% | +60.3% | +104.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling