+135.1%
ADI vs BEN
+40.0%
+95.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.3% |
| 7D | +2.6% | +3.4% | -0.7% | +0.8% |
| 30D | -4.6% | +1.8% | -6.4% | -5.6% |
| 3M | -9.5% | +8.4% | -17.9% | -13.7% |
| 6M | +14.8% | +35.6% | -20.8% | -3.6% |
| YTD | +35.8% | +46.4% | -10.5% | +8.9% |
| 1Y | +48.9% | +46.3% | +2.6% | +19.1% |
| 3Y | +115.6% | +54.6% | +60.9% | +60.9% |
| 5Y | +135.1% | +39.4% | +95.7% | +77.8% |
| All | +135.1% | +40.0% | +95.1% | +77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling