+37,205.6%
ADI vs B
+719.1%
+36,486.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.7% |
| 7D | -12.8% | +9.6% | -22.4% | -13.3% |
| 30D | -11.3% | +3.5% | -14.9% | -11.5% |
| 3M | -3.4% | -1.6% | -1.8% | -3.3% |
| 6M | -12.0% | -1.7% | -10.4% | -12.1% |
| YTD | +35.3% | -5.3% | +40.6% | +35.3% |
| 1Y | +58.1% | +27.2% | +30.9% | +56.0% |
| 3Y | +127.4% | +166.1% | -38.8% | +116.6% |
| 5Y | +114.6% | +136.5% | -21.9% | +104.6% |
| 10Y | +589.3% | +172.2% | +417.1% | +551.4% |
| All | +37,205.6% | +719.1% | +36,486.5% | +42,956.0% |
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