+114.5%
ADI vs A
+29.5%
+84.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +2.9% | +1.4% |
| 7D | +2.4% | -2.1% | +4.5% | +3.4% |
| 30D | -6.6% | +0.6% | -7.2% | -7.0% |
| 3M | -9.8% | +10.9% | -20.7% | -14.3% |
| 6M | +15.7% | +28.2% | -12.5% | +1.2% |
| YTD | +35.1% | +8.6% | +26.6% | +29.1% |
| 1Y | +47.7% | +15.5% | +32.2% | +35.6% |
| 3Y | +114.5% | +31.8% | +82.7% | +81.9% |
| All | +114.5% | +29.5% | +84.9% | +81.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling