+41,876.5%
ADI vs AA
+225.4%
+41,651.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.7% | +1.4% | +3.2% |
| 7D | +0.7% | +1.1% | -0.4% | +0.5% |
| 30D | +0.7% | -1.3% | +2.0% | +1.2% |
| 3M | +6.5% | -23.9% | +30.4% | +15.5% |
| 6M | -2.7% | -36.8% | +34.1% | +10.8% |
| YTD | +52.2% | -22.2% | +74.4% | +59.2% |
| 1Y | +77.5% | +10.4% | +67.1% | +66.0% |
| 3Y | +148.8% | +72.0% | +76.8% | +91.0% |
| 5Y | +142.9% | -15.6% | +158.5% | +111.7% |
| 10Y | +653.2% | +47.8% | +605.4% | +335.6% |
| All | +41,876.5% | +225.4% | +41,651.1% | +9,416.7% |
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