+113.1%
ADI vs BTI
+108.0%
+5.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.1% |
| 7D | +1.3% | -2.0% | +3.3% | +1.4% |
| 30D | -6.0% | -3.4% | -2.5% | -5.9% |
| 3M | -7.7% | -9.0% | +1.3% | -7.4% |
| 6M | +14.0% | -5.0% | +19.0% | +13.7% |
| YTD | +34.4% | -0.3% | +34.7% | +33.7% |
| 1Y | +48.0% | +3.1% | +44.8% | +47.0% |
| All | +113.1% | +108.0% | +5.1% | +94.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling