+138.3%
ADI vs BNY
+256.6%
-118.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.8% | +4.8% |
| 7D | +4.6% | -1.3% | +5.9% | +5.4% |
| 30D | -1.2% | -0.2% | -1.0% | -1.1% |
| 3M | -7.8% | +14.9% | -22.7% | -15.8% |
| 6M | +19.3% | +40.0% | -20.6% | -3.9% |
| YTD | +40.9% | +42.0% | -1.1% | +11.7% |
| 1Y | +54.5% | +56.9% | -2.4% | +14.8% |
| 3Y | +123.4% | +289.9% | -166.4% | -3.1% |
| All | +138.3% | +256.6% | -118.3% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 5y: compounded portfolio wealth divided by compounded BNY 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…
5y analysis · Full analysis span regression · 6 months rolling