+636.4%
ADI vs BIL
+25.2%
+611.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.6% | +0.1% | +2.6% | +2.9% |
| 30D | -4.6% | +0.3% | -4.9% | -3.4% |
| 3M | -9.5% | +0.9% | -10.4% | -6.0% |
| 6M | +14.8% | +1.8% | +13.0% | +23.1% |
| YTD | +35.8% | +2.5% | +33.4% | +48.7% |
| 1Y | +48.9% | +3.7% | +45.3% | +69.8% |
| 3Y | +115.6% | +14.1% | +101.5% | +190.2% |
| 5Y | +135.1% | +19.4% | +115.7% | +236.8% |
| 10Y | +636.4% | +25.2% | +611.2% | +1,250.6% |
| All | +636.4% | +25.2% | +611.2% | +1,250.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling