+640.7%
ADI vs BN
+297.2%
+343.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.0% | +0.6% |
| 7D | +13.4% | -0.3% | +13.7% | +13.6% |
| 30D | -1.3% | +13.6% | -14.9% | -8.6% |
| 3M | +6.8% | -6.7% | +13.4% | +10.6% |
| 6M | -1.9% | -9.0% | +7.1% | +2.5% |
| YTD | +52.3% | -8.8% | +61.1% | +57.3% |
| 1Y | +71.6% | -10.6% | +82.3% | +79.3% |
| 3Y | +148.9% | +98.8% | +50.1% | +60.2% |
| 5Y | +140.8% | +33.6% | +107.2% | +90.1% |
| All | +640.7% | +297.2% | +343.4% | +215.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling