+5,560.1%
ADI vs AU
+783.5%
+4,776.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.3% |
| 7D | +2.4% | -0.3% | +2.7% | +2.5% |
| 30D | -6.6% | +12.8% | -19.3% | -7.4% |
| 3M | -9.8% | +28.5% | -38.3% | -11.6% |
| 6M | +15.7% | +4.8% | +10.9% | +14.8% |
| YTD | +35.1% | +31.0% | +4.2% | +31.9% |
| 1Y | +47.7% | +81.4% | -33.7% | +40.9% |
| 3Y | +114.5% | +618.4% | -504.0% | +85.1% |
| 5Y | +141.2% | +686.3% | -545.1% | +104.9% |
| 10Y | +611.3% | +664.5% | -53.2% | +488.5% |
| All | +5,560.1% | +783.5% | +4,776.7% | +4,990.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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