+636.4%
ADI vs B
+200.3%
+436.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.3% |
| 7D | +2.6% | +1.0% | +1.6% | +2.4% |
| 30D | -4.6% | +9.5% | -14.1% | -6.1% |
| 3M | -9.5% | +14.3% | -23.8% | -11.7% |
| 6M | +14.8% | -1.9% | +16.7% | +14.4% |
| YTD | +35.8% | +4.1% | +31.7% | +33.8% |
| 1Y | +48.9% | +56.1% | -7.2% | +37.9% |
| 3Y | +115.6% | +202.0% | -86.4% | +80.3% |
| 5Y | +135.1% | +158.8% | -23.7% | +97.1% |
| 10Y | +636.4% | +211.9% | +424.5% | +505.3% |
| All | +636.4% | +200.3% | +436.2% | +505.3% |
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