+114.5%
ADI vs AA
+89.1%
+25.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.3% | -0.7% |
| 7D | +2.4% | +1.7% | +0.8% | +2.0% |
| 30D | -6.6% | +3.3% | -9.9% | -7.6% |
| 3M | -9.8% | -29.4% | +19.6% | -1.8% |
| 6M | +15.7% | -12.8% | +28.5% | +17.7% |
| YTD | +35.1% | -2.1% | +37.3% | +31.7% |
| 1Y | +47.7% | +62.8% | -15.1% | +22.2% |
| 3Y | +114.5% | +90.5% | +24.0% | +60.0% |
| All | +114.5% | +89.1% | +25.3% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling