+40,257.2%
ADI vs BN
+16,073.1%
+24,184.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | -6.3% | +4.3% | -10.6% | -7.9% |
| 30D | -3.2% | +14.3% | -17.5% | -8.7% |
| 3M | +2.8% | -4.1% | +6.8% | +4.3% |
| 6M | -5.0% | -9.7% | +4.6% | -1.5% |
| YTD | +46.3% | -7.1% | +53.5% | +49.1% |
| 1Y | +71.6% | -7.4% | +79.1% | +75.1% |
| 3Y | +139.2% | +102.3% | +36.8% | +76.0% |
| 5Y | +136.4% | +35.9% | +100.5% | +101.5% |
| 10Y | +636.2% | +289.2% | +347.0% | +313.5% |
| All | +40,257.2% | +16,073.1% | +24,184.2% | +6,361.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling