+144.4%
ADI vs AIG
+39.5%
+104.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.1% | -2.9% |
| 7D | +9.5% | +6.6% | +2.9% | +7.6% |
| 30D | -1.4% | +7.0% | -8.4% | -3.5% |
| 3M | +4.7% | +9.7% | -5.0% | +1.7% |
| 6M | -7.4% | +10.8% | -18.2% | -11.1% |
| YTD | +48.1% | -1.3% | +49.3% | +48.5% |
| 1Y | +69.6% | +8.4% | +61.3% | +62.3% |
| 3Y | +144.4% | +39.0% | +105.4% | +125.3% |
| All | +144.4% | +39.5% | +104.8% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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