+1,503.5%
ADI vs BIL
+30.8%
+1,472.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.8% |
| 7D | -12.8% | -0.3% | -12.6% | -13.8% |
| 30D | -11.3% | 0.0% | -11.3% | -11.3% |
| 3M | -3.4% | +0.6% | -4.0% | -0.8% |
| 6M | -12.0% | +1.5% | -13.6% | -6.1% |
| YTD | +35.3% | +2.8% | +32.5% | +51.6% |
| 1Y | +58.1% | +3.3% | +54.7% | +81.5% |
| 3Y | +127.4% | +13.5% | +113.9% | +281.4% |
| 5Y | +114.6% | +19.8% | +94.8% | +350.6% |
| 10Y | +589.3% | +25.6% | +563.8% | +1,683.6% |
| All | +1,503.5% | +30.8% | +1,472.7% | +4,096.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling