+79.3%
ADI vs AGG
-0.5%
+79.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.9% |
| 7D | -5.1% | +0.5% | -5.7% | -5.9% |
| 30D | -3.1% | +2.4% | -5.5% | -7.1% |
| 3M | +7.1% | -1.0% | +8.1% | +10.3% |
| 6M | +2.9% | -0.9% | +3.8% | +6.4% |
| YTD | +51.1% | -0.9% | +52.0% | +56.7% |
| 1Y | +79.3% | -0.5% | +79.8% | +85.0% |
| All | +79.3% | -0.5% | +79.8% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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