+1,497.7%
ADI vs BIL
+30.4%
+1,467.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.8% |
| 7D | +0.4% | +0.1% | +0.3% | +0.8% |
| 30D | -3.8% | +0.3% | -4.1% | -2.4% |
| 3M | -15.3% | +0.9% | -16.2% | -11.8% |
| 6M | +6.7% | +1.8% | +4.9% | +15.2% |
| YTD | +34.8% | +2.4% | +32.3% | +49.2% |
| 1Y | +49.0% | +3.7% | +45.3% | +73.8% |
| 3Y | +108.1% | +14.2% | +93.9% | +257.9% |
| 5Y | +142.4% | +19.4% | +123.0% | +402.5% |
| 10Y | +589.9% | +25.2% | +564.7% | +1,664.6% |
| All | +1,497.7% | +30.4% | +1,467.3% | +4,029.7% |
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