+97.5%
ADI vs AS
+134.9%
-37.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | -12.8% | +6.9% | -19.8% | -14.5% |
| 30D | -11.3% | +16.0% | -27.3% | -15.1% |
| 3M | -3.4% | -12.8% | +9.5% | 0.0% |
| 6M | -12.0% | -15.4% | +3.4% | -8.5% |
| YTD | +35.3% | -15.7% | +51.0% | +39.9% |
| 1Y | +58.1% | +6.1% | +52.0% | +52.8% |
| All | +97.5% | +134.9% | -37.4% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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