+1,634.6%
ADI vs BIL
+30.8%
+1,603.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.3% |
| 7D | -6.3% | +0.1% | -6.4% | -6.0% |
| 30D | -3.2% | 0.0% | -3.2% | -3.2% |
| 3M | +2.8% | +0.6% | +2.1% | +5.4% |
| 6M | -5.0% | +1.5% | -6.6% | +1.3% |
| YTD | +46.3% | +2.8% | +43.5% | +64.2% |
| 1Y | +71.6% | +3.3% | +68.3% | +96.8% |
| 3Y | +139.2% | +13.4% | +125.8% | +300.1% |
| 5Y | +136.4% | +19.8% | +116.6% | +397.3% |
| 10Y | +636.2% | +25.7% | +610.6% | +1,811.2% |
| All | +1,634.6% | +30.8% | +1,603.8% | +4,447.3% |
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