+79.3%
ADI vs BTI
+24.7%
+54.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.4% | -6.6% | -2.9% |
| 7D | -5.1% | +5.3% | -10.4% | -4.7% |
| 30D | -3.1% | +19.1% | -22.1% | -1.9% |
| 3M | +7.1% | +6.5% | +0.6% | +8.6% |
| 6M | +2.9% | +9.4% | -6.5% | +2.9% |
| YTD | +51.1% | +14.4% | +36.7% | +50.0% |
| 1Y | +79.3% | +23.9% | +55.4% | +67.1% |
| All | +79.3% | +24.7% | +54.7% | +67.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling