+40,736.5%
ADI vs BTI
+6,890.1%
+33,846.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.1% |
| 7D | +9.5% | +1.6% | +7.8% | +9.0% |
| 30D | -1.4% | +9.2% | -10.6% | -3.5% |
| 3M | +4.7% | +9.6% | -4.9% | +2.2% |
| 6M | -7.4% | -2.4% | -5.0% | -7.7% |
| YTD | +48.1% | +14.2% | +33.8% | +42.1% |
| 1Y | +69.6% | +20.3% | +49.3% | +60.9% |
| 3Y | +144.4% | +147.4% | -3.0% | +94.1% |
| 5Y | +134.1% | +155.4% | -21.3% | +83.5% |
| 10Y | +632.8% | +127.3% | +505.4% | +477.3% |
| All | +40,736.5% | +6,890.1% | +33,846.3% | +16,708.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling