+616.7%
ADI vs AA
+123.1%
+493.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.8% | +3.7% | +0.2% |
| 7D | +1.3% | -5.4% | +6.7% | +2.7% |
| 30D | -6.0% | -10.7% | +4.7% | -3.4% |
| 3M | -7.7% | -26.2% | +18.5% | -1.0% |
| 6M | +14.0% | -20.9% | +34.9% | +18.9% |
| YTD | +34.4% | -8.6% | +43.0% | +34.1% |
| 1Y | +48.0% | +57.4% | -9.4% | +27.1% |
| 3Y | +113.3% | +77.8% | +35.5% | +69.9% |
| 5Y | +131.1% | +2.7% | +128.4% | +95.2% |
| All | +616.7% | +123.1% | +493.7% | +306.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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