+40,736.4%
ADI vs BEN
+5,152.6%
+35,583.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -3.0% |
| 7D | +9.5% | +6.8% | +2.7% | +6.4% |
| 30D | -1.4% | +18.0% | -19.4% | -8.3% |
| 3M | +4.7% | +7.5% | -2.7% | +1.4% |
| 6M | -7.4% | +14.7% | -22.1% | -13.3% |
| YTD | +48.1% | +56.1% | -8.0% | +20.1% |
| 1Y | +69.6% | +69.6% | +0.1% | +32.6% |
| 3Y | +144.4% | +87.7% | +56.7% | +79.0% |
| 5Y | +134.1% | +28.6% | +105.5% | +100.6% |
| 10Y | +632.8% | +59.8% | +573.0% | +429.6% |
| All | +40,736.4% | +5,152.6% | +35,583.8% | +6,795.3% |
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