+138.3%
ADI vs BR
+8.0%
+130.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.1% | +5.0% |
| 7D | +4.6% | -3.0% | +7.5% | +5.8% |
| 30D | -1.2% | -0.3% | -0.9% | -1.3% |
| 3M | -7.8% | +17.3% | -25.1% | -15.0% |
| 6M | +19.3% | -6.7% | +26.0% | +22.7% |
| YTD | +40.9% | -23.4% | +64.4% | +61.6% |
| 1Y | +54.5% | -32.7% | +87.2% | +91.8% |
| 3Y | +123.4% | -5.9% | +129.3% | +121.3% |
| All | +138.3% | +8.0% | +130.3% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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