+275.3%
ADI vs ACI
+32.8%
+242.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.7% |
| 7D | +9.5% | +2.3% | +7.2% | +9.4% |
| 30D | -1.4% | +1.2% | -2.6% | -1.5% |
| 3M | +4.7% | +6.8% | -2.1% | +4.3% |
| 6M | -7.4% | -18.7% | +11.3% | -6.5% |
| YTD | +48.1% | -20.2% | +68.3% | +49.5% |
| 1Y | +69.6% | -23.7% | +93.4% | +71.9% |
| 3Y | +144.4% | -31.6% | +176.0% | +148.8% |
| 5Y | +134.1% | -42.8% | +176.9% | +138.2% |
| All | +275.3% | +32.8% | +242.5% | +257.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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