+115.3%
ADI vs BN
+71.3%
+44.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.6% |
| 7D | +2.6% | -3.0% | +5.6% | +4.4% |
| 30D | -4.6% | -13.0% | +8.4% | +3.2% |
| 3M | -9.5% | -15.2% | +5.7% | -0.7% |
| 6M | +14.8% | -5.9% | +20.8% | +17.1% |
| YTD | +35.8% | -15.8% | +51.6% | +47.1% |
| 1Y | +48.9% | -12.2% | +61.1% | +56.1% |
| All | +115.3% | +71.3% | +44.0% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling