+37,071.2%
ADI vs BAX
+900.4%
+36,170.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.3% |
| 7D | +0.4% | -1.1% | +1.6% | +0.8% |
| 30D | -3.8% | -5.5% | +1.7% | -2.2% |
| 3M | -15.3% | +33.5% | -48.8% | -23.4% |
| 6M | +6.7% | +35.9% | -29.2% | -4.5% |
| YTD | +34.8% | +35.4% | -0.6% | +20.0% |
| 1Y | +49.0% | +9.8% | +39.3% | +40.7% |
| 3Y | +108.1% | -32.7% | +140.8% | +123.9% |
| 5Y | +142.4% | -65.6% | +208.0% | +214.8% |
| 10Y | +589.9% | -34.9% | +624.8% | +639.5% |
| All | +37,071.2% | +900.4% | +36,170.7% | +14,226.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling