+144.4%
ADI vs AR
+48.6%
+95.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.8% | -2.8% |
| 7D | +9.5% | +7.4% | +2.1% | +8.0% |
| 30D | -1.4% | +5.8% | -7.1% | -2.4% |
| 3M | +4.7% | +5.2% | -0.5% | +3.4% |
| 6M | -7.4% | +5.4% | -12.9% | -9.0% |
| YTD | +48.1% | +12.4% | +35.6% | +41.0% |
| 1Y | +69.6% | +12.8% | +56.8% | +60.9% |
| 3Y | +144.4% | +47.2% | +97.2% | +118.9% |
| All | +144.4% | +48.6% | +95.8% | +118.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling