+79.3%
ADI vs A
+24.4%
+54.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.5% |
| 7D | -5.1% | -2.4% | -2.8% | -4.6% |
| 30D | -3.1% | +3.6% | -6.7% | -3.8% |
| 3M | +7.1% | +27.5% | -20.3% | +1.4% |
| 6M | +2.9% | +58.5% | -55.6% | -8.3% |
| YTD | +51.1% | +31.2% | +20.0% | +46.9% |
| 1Y | +79.3% | +22.2% | +57.1% | +82.0% |
| All | +79.3% | +24.4% | +54.9% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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