+37,071.2%
ADI vs AA
+295.2%
+36,776.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.3% |
| 7D | +0.4% | -0.7% | +1.1% | +0.6% |
| 30D | -3.8% | +5.0% | -8.8% | -5.5% |
| 3M | -15.3% | -35.8% | +20.6% | -3.7% |
| 6M | +6.7% | -18.4% | +25.1% | +11.2% |
| YTD | +34.8% | -5.5% | +40.2% | +32.9% |
| 1Y | +49.0% | +61.0% | -11.9% | +23.0% |
| 3Y | +108.1% | +66.2% | +41.9% | +60.3% |
| 5Y | +142.4% | +11.4% | +131.0% | +91.3% |
| 10Y | +589.9% | +116.9% | +473.0% | +249.7% |
| All | +37,071.2% | +295.2% | +36,776.0% | +7,845.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling