+138.3%
ADI vs BBY
+1.5%
+136.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.8% | +3.7% |
| 7D | +4.6% | +0.6% | +4.0% | +4.4% |
| 30D | -1.2% | +9.4% | -10.6% | -4.6% |
| 3M | -7.8% | +19.3% | -27.1% | -14.1% |
| 6M | +19.3% | +47.9% | -28.6% | +1.2% |
| YTD | +40.9% | +39.6% | +1.4% | +21.6% |
| 1Y | +54.5% | +22.2% | +32.3% | +40.3% |
| 3Y | +123.4% | +45.0% | +78.5% | +80.9% |
| All | +138.3% | +1.5% | +136.7% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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