+79.3%
ADI vs ADVB
-76.7%
+156.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.5% | +1.3% | -3.2% |
| 7D | -5.1% | -29.5% | +24.4% | -5.1% |
| 30D | -3.1% | -66.9% | +63.8% | -3.1% |
| 3M | +7.1% | -73.7% | +80.9% | +7.0% |
| 6M | +2.9% | -64.8% | +67.7% | +1.8% |
| YTD | +51.1% | -64.0% | +115.2% | +51.5% |
| 1Y | +79.3% | -77.0% | +156.3% | +91.3% |
| All | +79.3% | -76.7% | +156.0% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling