+141.5%
ADI vs ABT
+23.0%
+118.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -6.3% | +1.0% | -7.3% | -6.3% |
| 30D | -3.2% | +11.6% | -14.8% | -3.6% |
| 3M | +2.8% | +2.3% | +0.4% | +2.8% |
| 6M | -5.0% | +32.7% | -37.8% | -8.4% |
| YTD | +46.3% | -9.6% | +56.0% | +54.7% |
| 1Y | +71.6% | -10.1% | +81.7% | +81.6% |
| All | +141.5% | +23.0% | +118.5% | +139.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling