+71.6%
ADI vs BEN
+64.2%
+7.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.6% |
| 7D | +13.4% | +11.3% | +2.0% | +8.0% |
| 30D | -1.3% | +15.0% | -16.3% | -6.8% |
| 3M | +6.8% | +7.8% | -1.1% | +3.4% |
| 6M | -1.9% | +15.5% | -17.4% | -7.9% |
| YTD | +52.3% | +55.4% | -3.1% | +19.7% |
| 1Y | +71.6% | +63.3% | +8.4% | +29.4% |
| All | +71.6% | +64.2% | +7.4% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling