+636.4%
ADI vs ALL
+359.1%
+277.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.6% | -2.2% | +4.9% | +3.4% |
| 30D | -4.6% | -5.6% | +1.0% | -2.8% |
| 3M | -9.5% | +17.2% | -26.7% | -15.9% |
| 6M | +14.8% | +23.2% | -8.4% | +4.2% |
| YTD | +35.8% | +23.6% | +12.2% | +22.7% |
| 1Y | +48.9% | +29.2% | +19.8% | +31.7% |
| 3Y | +115.6% | +153.8% | -38.3% | +35.6% |
| 5Y | +135.1% | +116.1% | +19.0% | +54.5% |
| 10Y | +636.4% | +364.8% | +271.6% | +239.7% |
| All | +636.4% | +359.1% | +277.4% | +239.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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