+611.3%
ADI vs AR
+45.1%
+566.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +2.4% | -1.8% | +4.3% | +2.7% |
| 30D | -6.6% | +12.6% | -19.2% | -8.1% |
| 3M | -9.8% | +10.0% | -19.8% | -11.2% |
| 6M | +15.7% | +0.6% | +15.0% | +14.8% |
| YTD | +35.1% | +13.4% | +21.7% | +31.6% |
| 1Y | +47.7% | +21.7% | +26.0% | +42.0% |
| 3Y | +114.5% | +45.8% | +68.6% | +99.5% |
| 5Y | +141.2% | +144.3% | -3.0% | +106.6% |
| 10Y | +611.3% | +41.8% | +569.5% | +454.5% |
| All | +611.3% | +45.1% | +566.2% | +454.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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