+49.5%
ADI vs A
+15.9%
+33.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.8% |
| 7D | +2.6% | -4.4% | +7.0% | +3.6% |
| 30D | -4.6% | -2.7% | -2.0% | -4.1% |
| 3M | -9.5% | +7.0% | -16.5% | -11.0% |
| 6M | +14.8% | +24.6% | -9.8% | +8.6% |
| YTD | +35.8% | +7.0% | +28.8% | +35.4% |
| All | +49.5% | +15.9% | +33.6% | +50.9% |
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