+616.7%
ADI vs A
+247.2%
+369.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.4% |
| 7D | +1.3% | -4.6% | +5.9% | +4.1% |
| 30D | -6.0% | -4.3% | -1.7% | -3.8% |
| 3M | -7.7% | +8.9% | -16.7% | -13.0% |
| 6M | +14.0% | +24.5% | -10.5% | -2.8% |
| YTD | +34.4% | +5.8% | +28.6% | +26.6% |
| 1Y | +48.0% | +16.2% | +31.7% | +30.3% |
| 3Y | +113.3% | +28.5% | +84.8% | +70.2% |
| 5Y | +131.1% | -16.3% | +147.4% | +140.3% |
| All | +616.7% | +247.2% | +369.5% | +231.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling