+620.2%
ADI vs BTI
+131.8%
+488.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.1% |
| 7D | +9.5% | +1.6% | +7.8% | +8.9% |
| 30D | -1.4% | +9.2% | -10.6% | -4.0% |
| 3M | +4.7% | +9.6% | -4.9% | +1.6% |
| 6M | -7.4% | -2.4% | -5.0% | -7.6% |
| YTD | +48.1% | +14.2% | +33.8% | +40.2% |
| 1Y | +69.6% | +20.3% | +49.3% | +58.1% |
| 3Y | +144.4% | +147.4% | -3.0% | +75.2% |
| 5Y | +134.1% | +155.4% | -21.3% | +63.6% |
| All | +620.2% | +131.8% | +488.4% | +374.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling