+135.1%
ADI vs BB
-25.5%
+160.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.9% |
| 7D | +2.6% | +1.8% | +0.8% | +2.2% |
| 30D | -4.6% | -12.2% | +7.6% | -1.9% |
| 3M | -9.5% | -12.3% | +2.8% | -8.2% |
| 6M | +14.8% | +122.7% | -107.9% | -8.9% |
| YTD | +35.8% | +104.5% | -68.7% | +9.9% |
| 1Y | +48.9% | +106.7% | -57.7% | +19.1% |
| 3Y | +115.6% | +70.0% | +45.6% | +68.2% |
| 5Y | +135.1% | -27.8% | +162.9% | +114.8% |
| All | +135.1% | -25.5% | +160.6% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling