+144.4%
ADI vs B
+163.8%
-19.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.6% |
| 7D | +9.5% | -7.3% | +16.8% | +11.6% |
| 30D | -1.4% | -3.3% | +2.0% | -0.7% |
| 3M | +4.7% | -7.8% | +12.5% | +6.4% |
| 6M | -7.4% | -15.5% | +8.1% | -4.3% |
| YTD | +48.1% | -12.3% | +60.3% | +50.3% |
| 1Y | +69.6% | +5.4% | +64.3% | +64.4% |
| 3Y | +144.4% | +165.5% | -21.2% | +86.6% |
| All | +144.4% | +163.8% | -19.4% | +86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling