+40,396.8%
ADI vs BP
+1,352.9%
+39,043.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.1% | +8.4% | +8.5% |
| 7D | -4.4% | -6.9% | +2.5% | -1.9% |
| 30D | -2.8% | -3.6% | +0.8% | -1.7% |
| 3M | +1.5% | +8.4% | -6.9% | -2.0% |
| 6M | -4.7% | +5.3% | -10.0% | -7.7% |
| YTD | +46.8% | +33.2% | +13.7% | +28.8% |
| 1Y | +74.9% | +28.2% | +46.7% | +55.3% |
| 3Y | +147.4% | +49.2% | +98.2% | +104.7% |
| 5Y | +131.9% | +102.9% | +29.0% | +65.7% |
| 10Y | +630.6% | +127.7% | +502.9% | +368.6% |
| All | +40,396.8% | +1,352.9% | +39,043.9% | +12,473.0% |
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