+3,583.6%
ADI vs BB
+258.8%
+3,324.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | -5.6% | +6.1% | +1.7% |
| 30D | -3.8% | -11.8% | +8.0% | -1.2% |
| 3M | -15.3% | -25.5% | +10.3% | -10.8% |
| 6M | +6.7% | +121.3% | -114.6% | -13.5% |
| YTD | +34.8% | +103.2% | -68.4% | +11.2% |
| 1Y | +49.0% | +102.6% | -53.6% | +22.1% |
| 3Y | +108.1% | +37.5% | +70.6% | +74.4% |
| 5Y | +142.4% | -30.4% | +172.9% | +127.5% |
| 10Y | +589.9% | 0.0% | +589.9% | +365.1% |
| All | +3,583.6% | +258.8% | +3,324.8% | +955.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling