+651.5%
ADI vs BTI
+73.8%
+577.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.7% |
| 7D | +4.6% | -0.2% | +4.8% | +4.6% |
| 30D | -1.2% | -1.1% | -0.1% | -1.0% |
| 3M | -7.8% | -8.8% | +1.0% | -5.9% |
| 6M | +19.3% | -4.0% | +23.3% | +19.5% |
| YTD | +40.9% | +0.4% | +40.6% | +38.9% |
| 1Y | +54.5% | +1.9% | +52.6% | +51.4% |
| 3Y | +123.4% | +108.5% | +14.9% | +69.1% |
| 5Y | +142.3% | +118.5% | +23.8% | +78.0% |
| All | +651.5% | +73.8% | +577.7% | +463.0% |
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