+630.6%
ADI vs B
+183.2%
+447.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.2% | +4.3% | +7.8% |
| 7D | -4.4% | +11.3% | -15.7% | -6.2% |
| 30D | -2.8% | +2.9% | -5.8% | -3.4% |
| 3M | +1.5% | -2.9% | +4.4% | +1.8% |
| 6M | -4.7% | -1.2% | -3.5% | -5.1% |
| YTD | +46.8% | -1.3% | +48.2% | +45.7% |
| 1Y | +74.9% | +30.4% | +44.5% | +66.3% |
| 3Y | +147.4% | +195.3% | -47.8% | +106.6% |
| 5Y | +131.9% | +146.2% | -14.3% | +94.7% |
| 10Y | +630.6% | +200.5% | +430.1% | +504.8% |
| All | +630.6% | +183.2% | +447.3% | +504.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling