+37,071.2%
ADI vs BEN
+4,913.3%
+32,157.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | 0.0% |
| 7D | +0.4% | +0.2% | +0.2% | +0.3% |
| 30D | -3.8% | -0.5% | -3.3% | -3.6% |
| 3M | -15.3% | +9.7% | -25.0% | -18.9% |
| 6M | +6.7% | +33.9% | -27.2% | -7.1% |
| YTD | +34.8% | +49.0% | -14.2% | +11.6% |
| 1Y | +49.0% | +42.1% | +6.9% | +25.8% |
| 3Y | +108.1% | +51.9% | +56.2% | +67.2% |
| 5Y | +142.4% | +39.0% | +103.4% | +99.5% |
| 10Y | +589.9% | +57.9% | +532.0% | +398.1% |
| All | +37,071.2% | +4,913.3% | +32,157.8% | +6,306.8% |
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 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