+37,071.1%
ADI vs B
+803.7%
+36,267.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +1.7% |
| 7D | +0.4% | -1.6% | +2.0% | +0.5% |
| 30D | -3.8% | +9.4% | -13.2% | -4.3% |
| 3M | -15.3% | +5.0% | -20.2% | -15.5% |
| 6M | +6.7% | -3.5% | +10.2% | +6.7% |
| YTD | +34.8% | +4.5% | +30.3% | +34.2% |
| 1Y | +49.0% | +67.8% | -18.7% | +45.1% |
| 3Y | +108.1% | +196.7% | -88.6% | +97.2% |
| 5Y | +142.4% | +151.9% | -9.5% | +130.2% |
| 10Y | +589.9% | +202.2% | +387.7% | +548.5% |
| All | +37,071.1% | +803.7% | +36,267.4% | +42,598.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling