+151.3%
ADI vs BEN
+85.5%
+65.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.7% |
| 7D | +13.4% | +11.3% | +2.0% | +7.6% |
| 30D | -1.3% | +15.0% | -16.3% | -7.7% |
| 3M | +6.8% | +7.8% | -1.1% | +2.9% |
| 6M | -1.9% | +15.5% | -17.4% | -9.0% |
| YTD | +52.3% | +55.4% | -3.1% | +20.6% |
| 1Y | +71.6% | +63.3% | +8.4% | +32.4% |
| All | +151.3% | +85.5% | +65.8% | +77.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling