+54.5%
ADI vs BTSG
+113.2%
-58.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.4% | +4.5% |
| 7D | +4.6% | -3.3% | +7.9% | +5.4% |
| 30D | -1.2% | -1.6% | +0.4% | -0.9% |
| 3M | -7.8% | -6.9% | -0.9% | -7.5% |
| 6M | +19.3% | +42.1% | -22.8% | +5.9% |
| YTD | +40.9% | +56.8% | -15.9% | +22.2% |
| 1Y | +54.5% | +109.8% | -55.3% | +25.5% |
| All | +54.5% | +113.2% | -58.7% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling