+18,130.4%
ADI vs ALL
+3,667.9%
+14,462.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +3.0% | +2.1% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | -3.8% | -1.5% | -2.3% | -3.5% |
| 3M | -15.3% | +23.6% | -38.9% | -22.6% |
| 6M | +6.7% | +22.3% | -15.7% | -2.3% |
| YTD | +34.8% | +26.5% | +8.2% | +21.7% |
| 1Y | +49.0% | +27.0% | +22.0% | +33.9% |
| 3Y | +108.1% | +149.6% | -41.5% | +42.1% |
| 5Y | +142.4% | +118.1% | +24.3% | +69.9% |
| 10Y | +589.9% | +369.0% | +220.9% | +260.9% |
| All | +18,130.4% | +3,667.9% | +14,462.6% | +4,670.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling