+41,898.0%
ADI vs BN
+15,786.9%
+26,111.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.0% | +0.5% |
| 7D | +13.4% | -0.3% | +13.7% | +13.6% |
| 30D | -1.3% | +13.6% | -14.9% | -6.7% |
| 3M | +6.8% | -6.7% | +13.4% | +9.6% |
| 6M | -1.9% | -9.0% | +7.1% | +1.4% |
| YTD | +52.3% | -8.8% | +61.1% | +56.3% |
| 1Y | +71.6% | -10.6% | +82.3% | +77.6% |
| 3Y | +148.9% | +98.8% | +50.1% | +84.5% |
| 5Y | +140.8% | +33.6% | +107.2% | +106.8% |
| 10Y | +653.6% | +298.3% | +355.3% | +320.5% |
| All | +41,898.0% | +15,786.9% | +26,111.1% | +6,673.9% |
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