+640.7%
ADI vs A
+300.7%
+340.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +1.4% |
| 7D | +13.4% | +0.7% | +12.7% | +13.0% |
| 30D | -1.3% | +0.8% | -2.1% | -1.5% |
| 3M | +6.8% | +16.9% | -10.1% | -2.9% |
| 6M | -1.9% | +53.8% | -55.7% | -25.8% |
| YTD | +52.3% | +28.1% | +24.2% | +28.0% |
| 1Y | +71.6% | +15.0% | +56.6% | +54.4% |
| 3Y | +148.9% | +63.1% | +85.8% | +71.9% |
| 5Y | +140.8% | +11.5% | +129.3% | +109.4% |
| All | +640.7% | +300.7% | +340.0% | +192.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling