+41,898.0%
ADI vs BEN
+5,129.3%
+36,768.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.6% |
| 7D | +13.4% | +11.3% | +2.0% | +8.1% |
| 30D | -1.3% | +15.0% | -16.3% | -7.2% |
| 3M | +6.8% | +7.8% | -1.1% | +3.2% |
| 6M | -1.9% | +15.5% | -17.4% | -8.4% |
| YTD | +52.3% | +55.4% | -3.1% | +23.8% |
| 1Y | +71.6% | +63.3% | +8.4% | +36.5% |
| 3Y | +148.9% | +83.4% | +65.5% | +84.2% |
| 5Y | +140.8% | +28.1% | +112.7% | +106.7% |
| 10Y | +653.6% | +59.1% | +594.5% | +445.8% |
| All | +41,898.0% | +5,129.3% | +36,768.8% | +7,006.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling