+41,876.5%
ADI vs BP
+1,374.8%
+40,501.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.5% |
| 7D | +0.7% | -0.8% | +1.5% | +1.1% |
| 30D | +0.7% | -3.1% | +3.8% | +1.7% |
| 3M | +6.5% | +6.2% | +0.3% | +3.7% |
| 6M | -2.7% | +4.8% | -7.5% | -5.6% |
| YTD | +52.2% | +35.2% | +17.0% | +32.8% |
| 1Y | +77.5% | +27.4% | +50.0% | +58.0% |
| 3Y | +148.8% | +49.8% | +99.0% | +105.6% |
| 5Y | +142.9% | +109.4% | +33.5% | +71.6% |
| 10Y | +653.2% | +135.7% | +517.5% | +377.2% |
| All | +41,876.5% | +1,374.8% | +40,501.7% | +12,865.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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