+40,736.5%
ADI vs BAX
+899.7%
+39,836.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.0% | -2.8% |
| 7D | +9.5% | +0.1% | +9.4% | +9.5% |
| 30D | -1.4% | +4.1% | -5.5% | -2.9% |
| 3M | +4.7% | -4.5% | +9.3% | +5.7% |
| 6M | -7.4% | +49.2% | -56.7% | -19.7% |
| YTD | +48.1% | +35.2% | +12.8% | +31.2% |
| 1Y | +69.6% | +38.3% | +31.4% | +49.1% |
| 3Y | +144.4% | -19.0% | +163.4% | +148.1% |
| 5Y | +134.1% | -64.2% | +198.3% | +199.4% |
| 10Y | +632.8% | -35.7% | +668.5% | +685.1% |
| All | +40,736.5% | +899.7% | +39,836.8% | +15,570.7% |
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