+40,257.3%
ADI vs AA
+217.0%
+40,040.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | +1.0% |
| 7D | -6.3% | +1.2% | -7.6% | -6.5% |
| 30D | -3.2% | -5.0% | +1.8% | -1.5% |
| 3M | +2.8% | -22.2% | +25.0% | +10.6% |
| 6M | -5.0% | -36.3% | +31.3% | +7.9% |
| YTD | +46.3% | -24.2% | +70.5% | +54.3% |
| 1Y | +71.6% | +3.9% | +67.8% | +63.5% |
| 3Y | +139.2% | +67.6% | +71.6% | +85.1% |
| 5Y | +136.4% | -8.8% | +145.2% | +100.5% |
| 10Y | +636.2% | +45.0% | +591.3% | +328.2% |
| All | +40,257.3% | +217.0% | +40,040.3% | +9,122.1% |
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