+37,071.2%
ADI vs BTI
+6,053.3%
+31,017.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.9% |
| 7D | +0.4% | -1.4% | +1.8% | +0.7% |
| 30D | -3.8% | -6.6% | +2.8% | -2.4% |
| 3M | -15.3% | -3.0% | -12.3% | -15.2% |
| 6M | +6.7% | -6.7% | +13.4% | +7.6% |
| YTD | +34.8% | +0.6% | +34.2% | +33.5% |
| 1Y | +49.0% | +5.6% | +43.4% | +45.9% |
| 3Y | +108.1% | +110.3% | -2.2% | +71.8% |
| 5Y | +142.4% | +114.3% | +28.2% | +98.2% |
| 10Y | +589.9% | +67.7% | +522.3% | +481.7% |
| All | +37,071.2% | +6,053.3% | +31,017.8% | +15,693.0% |
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 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