+49.0%
ADI vs B
+70.0%
-20.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.1% |
| 7D | +0.4% | -1.6% | +2.0% | +0.8% |
| 30D | -3.8% | +9.4% | -13.2% | -6.1% |
| 3M | -15.3% | +5.0% | -20.2% | -16.8% |
| 6M | +6.7% | -3.5% | +10.2% | +5.8% |
| YTD | +34.8% | +4.5% | +30.3% | +31.7% |
| 1Y | +49.0% | +67.8% | -18.7% | +39.8% |
| All | +49.0% | +70.0% | -20.9% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 1y: compounded portfolio wealth divided by compounded B 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…
1y analysis · Full analysis span regression · 6 months rolling