+144.4%
ADI vs BTI
+149.4%
-5.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -2.7% |
| 7D | +9.5% | +1.6% | +7.8% | +9.5% |
| 30D | -1.4% | +9.2% | -10.6% | -1.2% |
| 3M | +4.7% | +9.6% | -4.9% | +5.0% |
| 6M | -7.4% | -2.4% | -5.0% | -6.2% |
| YTD | +48.1% | +14.2% | +33.8% | +47.5% |
| 1Y | +69.6% | +20.3% | +49.3% | +68.5% |
| 3Y | +144.4% | +147.4% | -3.0% | +120.8% |
| All | +144.4% | +149.4% | -5.1% | +120.8% |
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