+640.7%
ADI vs BAX
-36.0%
+676.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.3% | +0.9% |
| 7D | +13.4% | +0.4% | +13.0% | +13.3% |
| 30D | -1.3% | +3.4% | -4.7% | -2.9% |
| 3M | +6.8% | -4.5% | +11.2% | +7.9% |
| 6M | -1.9% | +44.0% | -45.9% | -16.6% |
| YTD | +52.3% | +34.9% | +17.4% | +31.1% |
| 1Y | +71.6% | +37.9% | +33.7% | +46.2% |
| 3Y | +148.9% | -17.1% | +166.0% | +151.2% |
| 5Y | +140.8% | -64.3% | +205.1% | +249.1% |
| All | +640.7% | -36.0% | +676.7% | +718.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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