+41,898.0%
ADI vs BAX
+897.0%
+41,001.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.3% | +0.7% |
| 7D | +13.4% | +0.4% | +13.0% | +13.3% |
| 30D | -1.3% | +3.4% | -4.7% | -2.6% |
| 3M | +6.8% | -4.5% | +11.2% | +7.7% |
| 6M | -1.9% | +44.0% | -45.9% | -14.0% |
| YTD | +52.3% | +34.9% | +17.4% | +35.1% |
| 1Y | +71.6% | +37.9% | +33.7% | +51.0% |
| 3Y | +148.9% | -17.1% | +166.0% | +150.7% |
| 5Y | +140.8% | -64.3% | +205.1% | +208.1% |
| 10Y | +653.6% | -35.9% | +689.5% | +708.1% |
| All | +41,898.0% | +897.0% | +41,001.1% | +16,030.2% |
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