+47.7%
ADI vs B
+56.5%
-8.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.6% |
| 7D | +2.4% | +2.3% | +0.1% | +1.8% |
| 30D | -6.6% | +1.4% | -7.9% | -7.0% |
| 3M | -9.8% | +12.2% | -22.0% | -12.7% |
| 6M | +15.7% | -2.1% | +17.8% | +14.5% |
| YTD | +35.1% | +2.9% | +32.2% | +32.5% |
| 1Y | +47.7% | +55.3% | -7.6% | +39.3% |
| All | +47.7% | +56.5% | -8.8% | +39.3% |
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 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