+79.3%
ADI vs BN
-3.9%
+83.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.1% | -9.3% | -5.0% |
| 7D | -5.1% | +12.0% | -17.1% | -8.7% |
| 30D | -3.1% | +17.0% | -20.1% | -8.2% |
| 3M | +7.1% | -3.2% | +10.4% | +8.3% |
| 6M | +2.9% | -3.9% | +6.8% | +4.1% |
| YTD | +51.1% | -5.6% | +56.7% | +50.0% |
| 1Y | +79.3% | -4.7% | +84.1% | +76.6% |
| All | +79.3% | -3.9% | +83.2% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling