+112.7%
ADI vs BIL
+14.1%
+98.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +2.1% |
| 7D | +0.4% | +0.1% | +0.3% | +1.8% |
| 30D | -3.8% | +0.3% | -4.1% | +1.2% |
| 3M | -15.3% | +0.9% | -16.2% | -1.9% |
| 6M | +6.7% | +1.8% | +4.9% | +38.3% |
| YTD | +34.8% | +2.4% | +32.3% | +88.0% |
| 1Y | +49.0% | +3.7% | +45.3% | +140.5% |
| All | +112.7% | +14.1% | +98.6% | +365.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling