+37,071.2%
ADI vs BN
+15,251.3%
+21,819.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +0.4% | -2.5% | +2.9% | +1.5% |
| 30D | -3.8% | -9.5% | +5.7% | +0.3% |
| 3M | -15.3% | -10.4% | -4.9% | -11.4% |
| 6M | +6.7% | -6.4% | +13.0% | +9.0% |
| YTD | +34.8% | -11.9% | +46.6% | +40.7% |
| 1Y | +49.0% | -8.6% | +57.6% | +53.0% |
| 3Y | +108.1% | +77.6% | +30.5% | +61.3% |
| 5Y | +142.4% | +37.0% | +105.4% | +106.6% |
| 10Y | +589.9% | +266.4% | +323.5% | +297.8% |
| All | +37,071.2% | +15,251.3% | +21,819.8% | +5,995.6% |
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 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