+620.2%
ADI vs ABT
+226.5%
+393.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.2% | -3.9% | -3.3% |
| 7D | +9.5% | -1.3% | +10.7% | +10.1% |
| 30D | -1.4% | +6.0% | -7.4% | -4.5% |
| 3M | +4.7% | -1.9% | +6.6% | +4.9% |
| 6M | -7.4% | +31.2% | -38.6% | -21.3% |
| YTD | +48.1% | -11.2% | +59.3% | +54.1% |
| 1Y | +69.6% | -14.0% | +83.6% | +79.5% |
| 3Y | +144.4% | +20.7% | +123.7% | +105.8% |
| 5Y | +134.1% | -6.7% | +140.8% | +128.7% |
| All | +620.2% | +226.5% | +393.7% | +290.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 10y: compounded portfolio wealth divided by compounded ABT 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…
10y analysis · Full analysis span regression · 6 months rolling